NewEdge Wealth’s Takeda Pharmaceutical TAK Stock Holding History

NewEdge 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
2025 Q1	–	Sell	-10,467	Closed	-$139K	–	984
2024 Q4	$139K	Sell	10,467 -45,811	-81%	-$629K	﹤0.01%	897
2024 Q3	$800K	Sell	56,278 -16,715	-23%	-$237K	0.01%	517
2024 Q2	$945K	Buy	72,993 +2,365	+3%	+$31.3K	0.02%	429
2024 Q1	$937K	Buy	70,628 +5,708	+9%	+$83K	0.02%	439
2023 Q4	$926K	Buy	64,920 +1,290	+2%	+$18.3K	0.02%	413
2023 Q3	$984K	Sell	63,630 -530	-0.8%	-$8.21K	0.03%	361
2023 Q2	$1.01M	Sell	64,160 -341	-0.5%	-$5.59K	0.03%	353
2023 Q1	$1.06M	Buy	64,501 +3,810	+6%	+$60.7K	0.04%	301
2022 Q4	$947K	Sell	60,691 -1,529	-2%	-$21.4K	0.04%	296
2022 Q3	$807K	Buy	62,220 +9,703	+18%	+$135K	0.04%	292
2022 Q2	$737K	Buy	+52,517	New	+$750K	0.03%	326

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NewEdge Wealth's TAK Position: Q1 2025 in Review

NewEdge Wealth sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 10,467 shares — an estimated $139K sold.

NewEdge Wealth first reported a position in TAK in Q2 2022 and held it in 11 quarters. The position peaked at $1.06M in Q1 2023. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

NewEdge Wealth reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 10,467 Takeda Pharmaceutical shares in Q1 2025, an estimated $139K.
NewEdge Wealth first reported a position in Takeda Pharmaceutical in Q2 2022 and held it in 11 quarters.
NewEdge Wealth's Takeda Pharmaceutical position peaked at $1.06M in Q1 2023.
307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.