Private Wealth Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Private Wealth Asset Management’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 Q4	–	Sell	-53	Closed	-$776	–	1140
2025 Q3	$776	Hold	53	–	–	﹤0.01%	868
2025 Q2	$819	Hold	53	–	–	﹤0.01%	864
2025 Q1	$788	Buy	+53	New	+$743	﹤0.01%	930

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Private Wealth Asset Management's TAK Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 53 shares — an estimated $776 sold.

Private Wealth Asset Management first reported a position in TAK in Q1 2025 and held it in 3 quarters. The position peaked at $819 in Q2 2025. 349 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

Private Wealth Asset Management reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 53 Takeda Pharmaceutical shares in Q4 2025, an estimated $776.
Private Wealth Asset Management first reported a position in Takeda Pharmaceutical in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's Takeda Pharmaceutical position peaked at $819 in Q2 2025.
349 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.