Plante Moran Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Plante Moran Financial 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	$1.19K	Buy	+74	New	+$1.23K	﹤0.01%	860
2023 Q1	–	Sell	-95	Closed	-$1.48K	–	899
2022 Q4	$1.48K	Sell	95 -56	-37%	-$782	﹤0.01%	754
2022 Q3	$2K	Hold	151	–	–	﹤0.01%	800
2022 Q2	$2K	Hold	151	–	–	﹤0.01%	848
2022 Q1	$2K	Hold	151	–	–	﹤0.01%	753
2021 Q4	$2K	Hold	151	–	–	﹤0.01%	929
2021 Q3	$2K	Hold	151	–	–	﹤0.01%	876
2021 Q2	$3K	Sell	151 -166	-52%	-$2.83K	﹤0.01%	863
2021 Q1	$6K	Hold	317	–	–	﹤0.01%	754
2020 Q4	$6K	Hold	317	–	–	﹤0.01%	687
2020 Q3	$6K	Buy	317 +166	+110%	+$3.02K	﹤0.01%	672
2020 Q2	$3K	Hold	151	–	–	﹤0.01%	639
2020 Q1	$2K	Sell	151 -523	-78%	-$9.48K	﹤0.01%	660
2019 Q4	$13K	Sell	674 -414	-38%	-$7.92K	﹤0.01%	523
2019 Q3	$19K	Buy	1,088 +794	+270%	+$13.7K	0.01%	513
2019 Q2	$5K	Sell	294 -83	-22%	-$1.51K	﹤0.01%	652
2019 Q1	$8K	Buy	+377	New	+$7.59K	﹤0.01%	580

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

Plante Moran Financial Advisors's TAK Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 74 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TAK as recently as Q4 2022.

Plante Moran Financial Advisors first reported a position in TAK in Q1 2019 and has held it in 17 quarters since. The position peaked at $19K in Q3 2019. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Plante Moran Financial Advisors held 74 shares of Takeda Pharmaceutical worth $1.19K as of Q2 2026.
Takeda Pharmaceutical was a new Plante Moran Financial Advisors position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #860 holding.
Plante Moran Financial Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Takeda Pharmaceutical position peaked at $19K in Q3 2019.
379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.