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Matthew Hamilton Rosenberg’s Takeda Pharmaceutical TAK Stock Holding History

Matthew Hamilton Rosenberg’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 		$20.5K Sell
1,129
-594
-34% -$10.5K ﹤0.01% 561
2026
Q2 		$27.6K Hold
1,723
– – 0.01% 510
2026
Q1 		$31.9K Hold
1,723
– – 0.01% 484
2025
Q4 		$26.9K Hold
1,723
– – 0.01% 503
2025
Q3 		$25.2K Sell
1,723
-381
-18% -$5.66K 0.01% 508
2025
Q2 		$32.5K Hold
2,104
– – 0.01% 499
2025
Q1 		$31.3K Hold
2,104
– – 0.01% 487
2024
Q4 		$27.9K Hold
2,104
– – 0.01% 494
2024
Q3 		$29.9K Buy
2,104
+543
+35% +$7.7K 0.01% 503
2024
Q2 		$20.3K Sell
1,561
-1,086
-41% -$14.4K 0.01% 529
2024
Q1 		$36.2K Hold
2,647
– – 0.01% 470
2023
Q4 		$37.8K Sell
2,647
-729
-22% -$10.3K 0.01% 465
2023
Q3 		$52.2K Buy
3,376
+337
+11% +$5.22K 0.02% 410
2023
Q2 		$47.7K Buy
3,039
+321
+12% +$5.26K 0.02% 437
2023
Q1 		$44.8K Hold
2,718
– – 0.01% 484
2022
Q4 		$42.4K Buy
2,718
+11
+0.4% +$154 0.01% 500
2022
Q3 		$35K Buy
2,707
+13
+0.5% +$181 0.01% 519
2022
Q2 		$38K Hold
2,694
– – 0.01% 517
2022
Q1 		$39K Hold
2,694
– – 0.01% 491
2021
Q4 		$37K Sell
2,694
-5,179
-66% -$72.6K 0.01% 463
2021
Q3 		$129K Buy
7,873
+462
+6% +$7.76K 0.05% 246
2021
Q2 		$125K Buy
7,411
+477
+7% +$8.12K 0.07% 221
2021
Q1 		$127K Buy
6,934
+586
+9% +$10.5K 0.07% 214
2020
Q4 		$115K Sell
6,348
-2,360
-27% -$41.4K 0.07% 210
2020
Q3 		$155K Buy
8,708
+10
+0.1% +$182 0.11% 115
2020
Q2 		$156K Buy
8,698
+3,155
+57% +$56.6K 0.12% 109
2020
Q1 		$85K Buy
+5,543
New +$100K 0.08% 158

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

Matthew Hamilton Rosenberg's TAK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Takeda Pharmaceutical (TAK) stake by 34% in Q3 2026, selling an estimated $10.5K and leaving 1,129 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Matthew Hamilton Rosenberg first reported a position in TAK in Q1 2020 and has held it in 27 quarters since. The position peaked at $156K in Q2 2020. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,129 shares of Takeda Pharmaceutical worth $20.5K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 594 Takeda Pharmaceutical shares in Q3 2026, an estimated $10.5K.
  • Takeda Pharmaceutical made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #561 holding.
  • Matthew Hamilton Rosenberg first reported a position in Takeda Pharmaceutical in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Takeda Pharmaceutical position peaked at $156K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.