Nisa Investment Advisors
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Nisa Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Nisa 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 		$28.7K Buy
1,791
+98
+6% +$1.62K ﹤0.01% 2074
2026
Q1 		$31.4K Buy
1,693
+74
+5% +$1.3K ﹤0.01% 1856
2025
Q4 		$25.2K Buy
1,619
+1,419
+710% +$20.3K ﹤0.01% 1855
2025
Q3 		$2.93K Hold
200
– – ﹤0.01% 2544
2025
Q2 		$3.16K Hold
200
– – ﹤0.01% 2523
2025
Q1 		$2.97K Buy
+200
New +$2.8K ﹤0.01% 2369

Other funds holding TAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nisa Investment Advisors's TAK Position: Q2 2026 in Review

Nisa Investment Advisors increased its Takeda Pharmaceutical (TAK) stake by 5.8% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,791 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Nisa Investment Advisors first reported a position in TAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.4K in Q1 2026. 217 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Nisa Investment Advisors held 1,791 shares of Takeda Pharmaceutical worth $28.7K as of Q2 2026.
  • Nisa Investment Advisors bought 98 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.62K.
  • Takeda Pharmaceutical made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2074 holding.
  • Nisa Investment Advisors first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
  • Nisa Investment Advisors's Takeda Pharmaceutical position peaked at $31.4K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.