Raymond James Financial
TAK icon

Raymond James Financial’s Takeda Pharmaceutical TAK Stock Holding History

Raymond James Financial’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
Q1 		$5.77M Buy
312,016
+138,407
+80% +$2.43M ﹤0.01% 2476
2025
Q4 		$2.71M Buy
173,609
+19,451
+13% +$278K ﹤0.01% 3031
2025
Q3 		$2.26M Buy
154,158
+10,465
+7% +$155K ﹤0.01% 3087
2025
Q2 		$2.22M Buy
143,693
+61,511
+75% +$909K ﹤0.01% 2997
2025
Q1 		$1.22M Sell
82,182
-27,135
-25% -$380K ﹤0.01% 3342
2024
Q4 		$1.45M Buy
+109,317
New +$1.5M ﹤0.01% 3198

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's TAK Position: Q1 2026 in Review

Raymond James Financial increased its Takeda Pharmaceutical (TAK) stake by 80% in Q1 2026, buying an estimated $2.43M and bringing the position to 312,016 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Raymond James Financial first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Raymond James Financial held 312,016 shares of Takeda Pharmaceutical worth $5.77M as of Q1 2026.
  • Raymond James Financial bought 138,407 Takeda Pharmaceutical shares in Q1 2026, an estimated $2.43M.
  • Takeda Pharmaceutical made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2476 holding.
  • Raymond James Financial first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.