Orion Portfolio Solutions’s Takeda Pharmaceutical TAK Stock Holding History

Orion Portfolio Solutions’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	$644K	Buy	43,318 +30,320	+233%	+$425K	0.01%	1286
2024 Q4	$172K	Buy	+12,998	New	+$179K	﹤0.01%	1767
2020 Q3	–	Sell	-5	Closed	–	–	1859
2020 Q2	$0	Sell	5 -191	-97%	-$3.43K	﹤0.01%	2454
2020 Q1	$3K	Sell	196 -5	-2%	-$91	﹤0.01%	1497
2019 Q4	$4K	Buy	+201	New	+$3.85K	﹤0.01%	1343

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

Orion Portfolio Solutions's TAK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Takeda Pharmaceutical (TAK) stake by 233% in Q1 2025, buying an estimated $425K and bringing the position to 43,318 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #1286.

Orion Portfolio Solutions first reported a position in TAK in Q4 2019 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

Orion Portfolio Solutions held 43,318 shares of Takeda Pharmaceutical worth $644K as of Q1 2025.
Orion Portfolio Solutions bought 30,320 Takeda Pharmaceutical shares in Q1 2025, an estimated $425K.
Takeda Pharmaceutical made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1286 holding.
Orion Portfolio Solutions first reported a position in Takeda Pharmaceutical in Q4 2019 and has held it in 5 quarters since.
308 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.