Mather Group’s Takeda Pharmaceutical TAK Stock Holding History

Mather Group’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	$13.3K	Buy	729 +664	+1,022%	+$11.8K	﹤0.01%	1569
2026 Q2	$1.04K	Hold	65	–	–	﹤0.01%	1796
2026 Q1	$1.2K	Buy	+65	New	+$1.14K	﹤0.01%	1757
2025 Q4	–	Sell	-104	Closed	-$1.52K	–	1538
2025 Q3	$1.52K	Buy	+104	New	+$1.54K	﹤0.01%	1560
2025 Q2	–	Sell	-104	Closed	-$1.55K	–	1602
2025 Q1	$1.55K	Sell	104 -1	-1%	-$14	﹤0.01%	1597
2024 Q4	$1.39K	Sell	105 -8	-7%	-$110	﹤0.01%	1580
2024 Q3	$1.61K	Buy	113 +109	+2,725%	+$1.55K	﹤0.01%	1511
2024 Q2	$56	Sell	4 -29	-88%	-$384	﹤0.01%	2163
2024 Q1	$471	Buy	+33	New	+$480	﹤0.01%	1687

Other funds holding TAK

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mather Group's TAK Position: Q3 2026 in Review

Mather Group increased its Takeda Pharmaceutical (TAK) stake by 1,022% in Q3 2026, buying an estimated $11.8K and bringing the position to 729 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Mather Group first reported a position in TAK in Q1 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Mather Group held 729 shares of Takeda Pharmaceutical worth $13.3K as of Q3 2026.
Mather Group bought 664 Takeda Pharmaceutical shares in Q3 2026, an estimated $11.8K.
Takeda Pharmaceutical made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1569 holding.
Mather Group first reported a position in Takeda Pharmaceutical in Q1 2024 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.