LPL Financial
TAK icon

LPL Financial’s Takeda Pharmaceutical TAK Stock Holding History

LPL Financial’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 		$8.9M Buy
555,228
+81,021
+17% +$1.34M ﹤0.01% 2260
2026
Q1 		$8.78M Buy
474,207
+117,773
+33% +$2.07M ﹤0.01% 2103
2025
Q4 		$5.56M Buy
356,434
+104,259
+41% +$1.49M ﹤0.01% 2440
2025
Q3 		$3.69M Buy
252,175
+26,737
+12% +$397K ﹤0.01% 2748
2025
Q2 		$3.49M Buy
225,438
+24,005
+12% +$355K ﹤0.01% 2607
2025
Q1 		$3M Buy
201,433
+14,781
+8% +$207K ﹤0.01% 2569
2024
Q4 		$2.47M Buy
186,652
+3,564
+2% +$49K ﹤0.01% 2677
2024
Q3 		$2.6M Buy
183,088
+11,538
+7% +$164K ﹤0.01% 2478
2024
Q2 		$2.22M Sell
171,550
-111
-0.1% -$1.47K ﹤0.01% 2509
2024
Q1 		$2.38M Buy
171,661
+51,029
+42% +$742K ﹤0.01% 2397
2023
Q4 		$1.72M Buy
120,632
+13,346
+12% +$189K ﹤0.01% 2552
2023
Q3 		$1.66M Sell
107,286
-870
-0.8% -$13.5K ﹤0.01% 2454
2023
Q2 		$1.7M Buy
108,156
+3,153
+3% +$51.7K ﹤0.01% 2389
2023
Q1 		$1.73M Buy
105,003
+36,850
+54% +$587K ﹤0.01% 2265
2022
Q4 		$1.06M Buy
68,153
+54,384
+395% +$760K ﹤0.01% 2593
2022
Q3 		$179K Buy
13,769
+541
+4% +$7.52K ﹤0.01% 3980
2022
Q2 		$186K Sell
13,228
-531
-4% -$7.58K ﹤0.01% 3980
2022
Q1 		$197K Sell
13,759
-8,316
-38% -$122K ﹤0.01% 3836
2021
Q4 		$301K Sell
22,075
-14,586
-40% -$205K ﹤0.01% 3680
2021
Q3 		$601K Buy
36,661
+1,290
+4% +$21.7K ﹤0.01% 3050
2021
Q2 		$595K Buy
35,371
+3,301
+10% +$56.2K ﹤0.01% 3001
2021
Q1 		$586K Buy
32,070
+3,926
+14% +$70.6K ﹤0.01% 2889
2020
Q4 		$512K Sell
28,144
-1,970
-7% -$34.6K ﹤0.01% 2734
2020
Q3 		$537K Sell
30,114
-3,462
-10% -$63K ﹤0.01% 2396
2020
Q2 		$602K Sell
33,576
-536
-2% -$9.62K ﹤0.01% 2227
2020
Q1 		$518K Buy
34,112
+18,089
+113% +$328K ﹤0.01% 2072
2019
Q4 		$316K Buy
16,023
+4,544
+40% +$86.9K ﹤0.01% 2734
2019
Q3 		$197K Buy
11,479
+1,344
+13% +$23.2K ﹤0.01% 3008
2019
Q2 		$179K Sell
10,135
-22,664
-69% -$412K ﹤0.01% 3049
2019
Q1 		$668K Buy
+32,799
New +$660K ﹤0.01% 1967

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

LPL Financial's TAK Position: Q2 2026 in Review

LPL Financial increased its Takeda Pharmaceutical (TAK) stake by 17% in Q2 2026, buying an estimated $1.34M and bringing the position to 555,228 shares worth $8.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

LPL Financial first reported a position in TAK in Q1 2019 and has held it in 30 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • LPL Financial held 555,228 shares of Takeda Pharmaceutical worth $8.9M as of Q2 2026.
  • LPL Financial bought 81,021 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.34M.
  • Takeda Pharmaceutical made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2260 holding.
  • LPL Financial first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 30 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.