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Merit Financial Group’s Takeda Pharmaceutical TAK Stock Holding History

Merit Financial 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
Q2 		$564K Buy
35,173
+10,249
+41% +$170K ﹤0.01% 1434
2026
Q1 		$462K Buy
24,924
+7,161
+40% +$126K ﹤0.01% 1416
2025
Q4 		$277K Sell
17,763
-3,415
-16% -$48.8K ﹤0.01% 1604
2025
Q3 		$310K Buy
21,178
+2,946
+16% +$43.8K ﹤0.01% 1431
2025
Q2 		$282K Buy
+18,232
New +$269K ﹤0.01% 1370

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Merit Financial Group's TAK Position: Q2 2026 in Review

Merit Financial Group increased its Takeda Pharmaceutical (TAK) stake by 41% in Q2 2026, buying an estimated $170K and bringing the position to 35,173 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Merit Financial Group first reported a position in TAK in Q2 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Merit Financial Group held 35,173 shares of Takeda Pharmaceutical worth $564K as of Q2 2026.
  • Merit Financial Group bought 10,249 Takeda Pharmaceutical shares in Q2 2026, an estimated $170K.
  • Takeda Pharmaceutical made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1434 holding.
  • Merit Financial Group first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.