Modern Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Modern Wealth 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 Q2	$169K	Buy	+10,561	New	+$175K	﹤0.01%	1049

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Modern Wealth Management's TAK Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 10,561 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Modern Wealth Management held 10,561 shares of Takeda Pharmaceutical worth $169K as of Q2 2026.
Takeda Pharmaceutical was a new Modern Wealth Management position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1049 holding.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.