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Putney Financial Group’s Takeda Pharmaceutical TAK Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-15
Closed -$232 – 253
2025
Q2 		$232 Buy
+15
New +$222 ﹤0.01% 288

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Putney Financial Group's TAK Position: Q3 2025 in Review

Putney Financial Group sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 15 shares — an estimated $232 sold.

Putney Financial Group first reported a position in TAK in Q2 2025 and held it in 1 quarter. The position peaked at $232 in Q2 2025. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

  • Putney Financial Group reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 15 Takeda Pharmaceutical shares in Q3 2025, an estimated $232.
  • Putney Financial Group first reported a position in Takeda Pharmaceutical in Q2 2025 and held it in 1 quarter.
  • Putney Financial Group's Takeda Pharmaceutical position peaked at $232 in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.