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Lindbrook Capital’s Takeda Pharmaceutical TAK Stock Holding History

Lindbrook Capital’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
2025
Q1 		$63.8K Sell
4,292
-859
-17% -$12K 0.01% 890
2024
Q4 		$68.2K Buy
5,151
+2,029
+65% +$27.9K 0.01% 686
2024
Q3 		$44.4K Buy
3,122
+527
+20% +$7.47K ﹤0.01% 878
2024
Q2 		$33.6K Sell
2,595
-1,800
-41% -$23.8K ﹤0.01% 970
2024
Q1 		$61K Buy
4,395
+330
+8% +$4.8K 0.01% 704
2023
Q4 		$58K Buy
4,065
+1,174
+41% +$16.7K 0.01% 704
2023
Q3 		$44.7K Sell
2,891
-2,852
-50% -$44.1K 0.01% 733
2023
Q2 		$90.2K Sell
5,743
-1,737
-23% -$28.5K 0.01% 515
2023
Q1 		$123K Buy
7,480
+2,935
+65% +$46.8K 0.01% 427
2022
Q4 		$70.9K Sell
4,545
-2,107
-32% -$29.4K 0.01% 575
2022
Q3 		$86K Buy
6,652
+628
+10% +$8.73K 0.01% 478
2022
Q2 		$85K Sell
6,024
-1,219
-17% -$17.4K 0.01% 486
2022
Q1 		$104K Buy
7,243
+1,978
+38% +$29K 0.02% 451
2021
Q4 		$72K Sell
5,265
-381
-7% -$5.34K 0.01% 600
2021
Q3 		$92K Buy
5,646
+306
+6% +$5.14K 0.02% 281
2021
Q2 		$90K Sell
5,340
-1,676
-24% -$28.5K 0.02% 311
2021
Q1 		$128K Buy
7,016
+586
+9% +$10.5K 0.03% 230
2020
Q4 		$117K Buy
6,430
+582
+10% +$10.2K 0.03% 215
2020
Q3 		$104K Buy
5,848
+250
+4% +$4.55K 0.03% 199
2020
Q2 		$100K Buy
5,598
+1,333
+31% +$23.9K 0.03% 205
2020
Q1 		$65K Sell
4,265
-765
-15% -$13.9K 0.02% 261
2019
Q4 		$99K Sell
5,030
-777
-13% -$14.9K 0.03% 245
2019
Q3 		$100K Buy
5,807
+2,376
+69% +$41.1K 0.04% 240
2019
Q2 		$60K Sell
3,431
-4,200
-55% -$76.4K 0.02% 358
2019
Q1 		$155K Buy
+7,631
New +$154K 0.06% 166

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lindbrook Capital's TAK Position: Q1 2025 in Review

Lindbrook Capital reduced its Takeda Pharmaceutical (TAK) stake by 17% in Q1 2025, selling an estimated $12K and leaving 4,292 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #890.

Lindbrook Capital first reported a position in TAK in Q1 2019 and has held it in 25 quarters since. The position peaked at $155K in Q1 2019. 308 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

  • Lindbrook Capital held 4,292 shares of Takeda Pharmaceutical worth $63.8K as of Q1 2025.
  • Lindbrook Capital sold 859 Takeda Pharmaceutical shares in Q1 2025, an estimated $12K.
  • Takeda Pharmaceutical made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #890 holding.
  • Lindbrook Capital first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 25 quarters since.
  • Lindbrook Capital's Takeda Pharmaceutical position peaked at $155K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.