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Montag & Associates’s Takeda Pharmaceutical TAK Stock Holding History

Montag & Associates’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 		$19.8K Hold
1,238
– – ﹤0.01% 687
2026
Q1 		$22.9K Hold
1,238
– – ﹤0.01% 669
2025
Q4 		$19.3K Sell
1,238
-90
-7% -$1.29K ﹤0.01% 704
2025
Q3 		$19.4K Buy
1,328
+90
+7% +$1.34K ﹤0.01% 693
2025
Q2 		$19.1K Hold
1,238
– – ﹤0.01% 685
2025
Q1 		$18.4K Hold
1,238
– – ﹤0.01% 727
2024
Q4 		$16.4K Hold
1,238
– – ﹤0.01% 730
2024
Q3 		$17.6K Hold
1,238
– – ﹤0.01% 743
2024
Q2 		$16K Hold
1,238
– – ﹤0.01% 727
2024
Q1 		$17.2K Hold
1,238
– – ﹤0.01% 709
2023
Q4 		$17.7K Buy
1,238
+85
+7% +$1.21K ﹤0.01% 704
2023
Q3 		$17.8K Hold
1,153
– – ﹤0.01% 681
2023
Q2 		$18.1K Hold
1,153
– – ﹤0.01% 682
2023
Q1 		$19K Hold
1,153
– – ﹤0.01% 674
2022
Q4 		$18K Buy
+1,153
New +$16.1K ﹤0.01% 672

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

Montag & Associates's TAK Position: Q2 2026 in Review

Montag & Associates held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 1,238 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Montag & Associates first reported a position in TAK in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.9K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Montag & Associates held 1,238 shares of Takeda Pharmaceutical worth $19.8K as of Q2 2026.
  • Montag & Associates left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #687 holding.
  • Montag & Associates first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 15 quarters since.
  • Montag & Associates's Takeda Pharmaceutical position peaked at $22.9K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.