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Naviter Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Naviter Wealth’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 		$970K Buy
59,492
+14,791
+33% +$245K 0.09% 175
2026
Q1 		$828K Buy
44,701
+4,293
+11% +$75.3K 0.1% 167
2025
Q4 		$630K Sell
40,408
-7,708
-16% -$110K 0.08% 184
2025
Q3 		$704K Buy
48,116
+1,556
+3% +$23.1K 0.08% 177
2025
Q2 		$723K Buy
46,560
+35,673
+328% +$527K 0.09% 177
2025
Q1 		$164K Sell
10,887
-6,340
-37% -$88.8K 0.02% 259
2024
Q4 		$228K Sell
17,227
-68,248
-80% -$937K 0.03% 255
2024
Q3 		$1.22M Buy
85,475
+6,319
+8% +$89.6K 0.17% 149
2024
Q2 		$1.02M Buy
79,156
+9,690
+14% +$128K 0.15% 159
2024
Q1 		$965K Buy
69,466
+17,462
+34% +$254K 0.16% 157
2023
Q4 		$742K Sell
52,004
-1,615
-3% -$22.9K 0.15% 157
2023
Q3 		$829K Buy
53,619
+4,953
+10% +$76.7K 0.2% 125
2023
Q2 		$765K Buy
48,666
+6,520
+15% +$107K 0.19% 133
2023
Q1 		$695K Buy
42,146
+8,710
+26% +$139K 0.24% 118
2022
Q4 		$539K Buy
33,436
+2,477
+8% +$34.6K 0.15% 144
2022
Q3 		$402K Buy
30,959
+1,571
+5% +$21.8K 0.16% 143
2022
Q2 		$413K Buy
+29,388
New +$419K 0.17% 137

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

Naviter Wealth's TAK Position: Q2 2026 in Review

Naviter Wealth increased its Takeda Pharmaceutical (TAK) stake by 33% in Q2 2026, buying an estimated $245K and bringing the position to 59,492 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #175.

Naviter Wealth first reported a position in TAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2024. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Naviter Wealth held 59,492 shares of Takeda Pharmaceutical worth $970K as of Q2 2026.
  • Naviter Wealth bought 14,791 Takeda Pharmaceutical shares in Q2 2026, an estimated $245K.
  • Takeda Pharmaceutical made up 0.09% of Naviter Wealth's portfolio in Q2 2026, its #175 holding.
  • Naviter Wealth first reported a position in Takeda Pharmaceutical in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Takeda Pharmaceutical position peaked at $1.22M in Q3 2024.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.