LWAM
TAK icon

Legacy Wealth Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Legacy Wealth Asset Management’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.03M Buy
166,666
+6,495
+4% +$115K 0.66% 23
2026
Q2 		$2.57M Sell
160,171
-5,632
-3% -$93.2K 0.56% 33
2026
Q1 		$3.07M Sell
165,803
-980
-0.6% -$17.2K 0.75% 16
2025
Q4 		$2.6M Buy
166,783
+301
+0.2% +$4.3K 0.64% 21
2025
Q3 		$2.44M Buy
166,482
+1,697
+1% +$25.2K 0.59% 24
2025
Q2 		$2.55M Sell
164,785
-20,687
-11% -$306K 0.65% 24
2025
Q1 		$2.76M Buy
185,472
+44,635
+32% +$625K 0.76% 17
2024
Q4 		$1.86M Sell
140,837
-20,779
-13% -$285K 0.51% 42
2024
Q3 		$2.3M Sell
161,616
-2,798
-2% -$39.7K 0.62% 31
2024
Q2 		$2.13M Buy
164,414
+6,868
+4% +$90.9K 0.6% 36
2024
Q1 		$2.19M Buy
157,546
+2,018
+1% +$29.3K 0.61% 32
2023
Q4 		$2.22M Buy
155,528
+30,561
+24% +$434K 0.73% 19
2023
Q3 		$1.93M Buy
124,967
+851
+0.7% +$13.2K 0.71% 23
2023
Q2 		$1.95M Buy
124,116
+813
+0.7% +$13.3K 0.68% 28
2023
Q1 		$2.03M Sell
123,303
-14,248
-10% -$227K 0.73% 20
2022
Q4 		$2.15M Buy
137,551
+856
+0.6% +$12K 0.82% 16
2022
Q3 		$1.77M Buy
+136,695
New +$1.9M 0.77% 20

Other funds holding TAK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Legacy Wealth Asset Management's TAK Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Takeda Pharmaceutical (TAK) stake by 4.1% in Q3 2026, buying an estimated $115K and bringing the position to 166,666 shares worth $3.03M. The position accounts for 0.66% of the portfolio, ranked #23.

Legacy Wealth Asset Management first reported a position in TAK in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.07M in Q1 2026. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Legacy Wealth Asset Management held 166,666 shares of Takeda Pharmaceutical worth $3.03M as of Q3 2026.
  • Legacy Wealth Asset Management bought 6,495 Takeda Pharmaceutical shares in Q3 2026, an estimated $115K.
  • Takeda Pharmaceutical made up 0.66% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #23 holding.
  • Legacy Wealth Asset Management first reported a position in Takeda Pharmaceutical in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Takeda Pharmaceutical position peaked at $3.07M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.