Medallion Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Medallion Wealth Advisors’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 Q1	$2.59K	Hold	140	–	–	﹤0.01%	966
2025 Q4	$2.18K	Hold	140	–	–	﹤0.01%	980
2025 Q3	$2.05K	Hold	140	–	–	﹤0.01%	973
2025 Q2	$2.16K	Hold	140	–	–	﹤0.01%	949
2025 Q1	$2.08K	Sell	140 -425	-75%	-$5.96K	﹤0.01%	911
2024 Q4	$7.71K	Buy	+565	New	+$7.76K	﹤0.01%	706

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's TAK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 140 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Medallion Wealth Advisors first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.71K in Q4 2024. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Medallion Wealth Advisors held 140 shares of Takeda Pharmaceutical worth $2.59K as of Q1 2026.
Medallion Wealth Advisors left its Takeda Pharmaceutical share count unchanged in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #966 holding.
Medallion Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Takeda Pharmaceutical position peaked at $7.71K in Q4 2024.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.