Lido Advisors
TAK icon

Lido Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Lido Advisors’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
Q2 		$385K Buy
23,560
+674
+3% +$11.2K ﹤0.01% 1619
2026
Q1 		$424K Sell
22,886
-4,828
-17% -$84.7K ﹤0.01% 1392
2025
Q4 		$406K Hold
27,714
– – ﹤0.01% 1391
2025
Q3 		$406K Buy
27,714
+1,166
+4% +$17.3K ﹤0.01% 1322
2025
Q2 		$419K Sell
26,548
-45
-0.2% -$665 ﹤0.01% 1172
2025
Q1 		$395K Sell
26,593
-894
-3% -$12.5K ﹤0.01% 1094
2024
Q4 		$364K Buy
+27,487
New +$378K ﹤0.01% 1124

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Lido Advisors's TAK Position: Q2 2026 in Review

Lido Advisors increased its Takeda Pharmaceutical (TAK) stake by 2.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 23,560 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Lido Advisors first reported a position in TAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Lido Advisors held 23,560 shares of Takeda Pharmaceutical worth $385K as of Q2 2026.
  • Lido Advisors bought 674 Takeda Pharmaceutical shares in Q2 2026, an estimated $11.2K.
  • Takeda Pharmaceutical made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1619 holding.
  • Lido Advisors first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 7 quarters since.
  • Lido Advisors's Takeda Pharmaceutical position peaked at $424K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.