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LRI Investments’s Takeda Pharmaceutical TAK Stock Holding History

LRI Investments’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 		$1.4K Buy
+87
New +$1.44K ﹤0.01% 1311

Other funds holding TAK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

LRI Investments's TAK Position: Q2 2026 in Review

LRI Investments opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 87 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings.

124 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • LRI Investments held 87 shares of Takeda Pharmaceutical worth $1.4K as of Q2 2026.
  • Takeda Pharmaceutical was a new LRI Investments position in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1311 holding.
  • 124 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.