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Retirement Wealth Solutions’s Takeda Pharmaceutical TAK Stock Holding History

Retirement Wealth 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
2026
Q3 		$8.6K Buy
473
+198
+72% +$3.51K ﹤0.01% 285
2026
Q2 		$4.41K Sell
275
-172
-38% -$2.85K ﹤0.01% 369
2026
Q1 		$8.28K Buy
447
+352
+371% +$6.18K 0.01% 230
2025
Q4 		$1.48K Sell
95
-168
-64% -$2.4K ﹤0.01% 521
2025
Q3 		$3.85K Buy
+263
New +$3.91K ﹤0.01% 352

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Retirement Wealth Solutions's TAK Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Takeda Pharmaceutical (TAK) stake by 72% in Q3 2026, buying an estimated $3.51K and bringing the position to 473 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Retirement Wealth Solutions first reported a position in TAK in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Retirement Wealth Solutions held 473 shares of Takeda Pharmaceutical worth $8.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 198 Takeda Pharmaceutical shares in Q3 2026, an estimated $3.51K.
  • Takeda Pharmaceutical made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #285 holding.
  • Retirement Wealth Solutions first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.