MPS Loria Financial Planners’s Takeda Pharmaceutical TAK Stock Holding History

MPS Loria Financial Planners’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 Q3	$468K	Sell	25,704 -42	-0.2%	-$744	0.09%	52
2026 Q2	$413K	Hold	25,746	–	–	0.09%	58
2026 Q1	$477K	Buy	+25,746	New	+$452K	0.13%	54
2021 Q2	–	Sell	-364	Closed	-$6K	–	506
2021 Q1	$6K	Sell	364 -1	-0.3%	-$18	﹤0.01%	335
2020 Q4	$7K	Hold	365	–	–	﹤0.01%	338
2020 Q3	$7K	Buy	365 +1	+0.3%	+$18	﹤0.01%	259
2020 Q2	$7K	Buy	+364	New	+$6.54K	﹤0.01%	269

Other funds holding TAK

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MPS Loria Financial Planners's TAK Position: Q3 2026 in Review

MPS Loria Financial Planners reduced its Takeda Pharmaceutical (TAK) stake by 0.16% in Q3 2026, selling an estimated $744 and leaving 25,704 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #52.

MPS Loria Financial Planners first reported a position in TAK in Q2 2020 and has held it in 7 quarters since. The position peaked at $477K in Q1 2026. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

MPS Loria Financial Planners held 25,704 shares of Takeda Pharmaceutical worth $468K as of Q3 2026.
MPS Loria Financial Planners sold 42 Takeda Pharmaceutical shares in Q3 2026, an estimated $744.
Takeda Pharmaceutical made up 0.09% of MPS Loria Financial Planners's portfolio in Q3 2026, its #52 holding.
MPS Loria Financial Planners first reported a position in Takeda Pharmaceutical in Q2 2020 and has held it in 7 quarters since.
MPS Loria Financial Planners's Takeda Pharmaceutical position peaked at $477K in Q1 2026.
26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on MPS Loria Financial Planners's 13F filing for Q3 2026, filed 14 Oct 2026.