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Marquette Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Marquette 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 		$18.2K Buy
+1,000
New +$17.7K ﹤0.01% 186
2022
Q3 		– Sell
-46
Closed -$1K – 377
2022
Q2 		$1K Sell
46
-2
-4% -$29 ﹤0.01% 279
2022
Q1 		$1K Buy
+48
New +$705 ﹤0.01% 340

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valeo Financial Advisors
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

Marquette Asset Management's TAK Position: Q3 2026 in Review

Marquette Asset Management opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 1,000 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in TAK as recently as Q2 2022.

Marquette Asset Management first reported a position in TAK in Q1 2022 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Marquette Asset Management held 1,000 shares of Takeda Pharmaceutical worth $18.2K as of Q3 2026.
  • Takeda Pharmaceutical was a new Marquette Asset Management position in Q3 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #186 holding.
  • Marquette Asset Management first reported a position in Takeda Pharmaceutical in Q1 2022 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

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