Mount Yale Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Mount Yale Investment 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 Q2	$2.44M	Buy	151,441 +9,559	+7%	+$158K	0.05%	371
2026 Q1	$2.63M	Buy	141,882 +112,092	+376%	+$1.97M	0.06%	319
2025 Q4	$464K	Buy	+29,790	New	+$426K	0.02%	477
2025 Q3	–	Sell	-117	Closed	-$1.8K	–	1502
2025 Q2	$1.8K	Buy	+117	New	+$1.73K	﹤0.01%	1347
2022 Q3	–	Sell	-28,914	Closed	-$406K	–	479
2022 Q2	$406K	Buy	28,914 +10	+0%	+$143	0.05%	313
2022 Q1	$414K	Buy	28,904 +4,921	+21%	+$72.3K	0.05%	323
2021 Q4	$327K	Buy	23,983 +1,656	+7%	+$23.2K	0.03%	353
2021 Q3	$366K	Buy	+22,327	New	+$375K	0.04%	323

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

Mount Yale Investment Advisors's TAK Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Takeda Pharmaceutical (TAK) stake by 6.7% in Q2 2026, buying an estimated $158K and bringing the position to 151,441 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #371.

Mount Yale Investment Advisors first reported a position in TAK in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.63M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Mount Yale Investment Advisors held 151,441 shares of Takeda Pharmaceutical worth $2.44M as of Q2 2026.
Mount Yale Investment Advisors bought 9,559 Takeda Pharmaceutical shares in Q2 2026, an estimated $158K.
Takeda Pharmaceutical made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #371 holding.
Mount Yale Investment Advisors first reported a position in Takeda Pharmaceutical in Q3 2021 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Takeda Pharmaceutical position peaked at $2.63M in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.