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 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

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

MPS Loria Financial Planners's TAK Position: Q2 2026 in Review

MPS Loria Financial Planners held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 25,746 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #58.

MPS Loria Financial Planners first reported a position in TAK in Q2 2020 and has held it in 6 quarters since. The position peaked at $477K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

MPS Loria Financial Planners held 25,746 shares of Takeda Pharmaceutical worth $413K as of Q2 2026.
MPS Loria Financial Planners left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up 0.09% of MPS Loria Financial Planners's portfolio in Q2 2026, its #58 holding.
MPS Loria Financial Planners first reported a position in Takeda Pharmaceutical in Q2 2020 and has held it in 6 quarters since.
MPS Loria Financial Planners's Takeda Pharmaceutical position peaked at $477K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.