Richard W. Paul & Associates’s Takeda Pharmaceutical TAK Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-260	Closed	-$3.44K	–	489
2024 Q4	$3.44K	Hold	260	–	–	﹤0.01%	374
2024 Q3	$3.7K	Hold	260	–	–	﹤0.01%	371
2024 Q2	$3.36K	Hold	260	–	–	﹤0.01%	371
2024 Q1	$3.61K	Hold	260	–	–	﹤0.01%	378
2023 Q4	$3.71K	Hold	260	–	–	﹤0.01%	370
2023 Q3	$4.02K	Hold	260	–	–	﹤0.01%	352
2023 Q2	$4.08K	Hold	260	–	–	﹤0.01%	376
2023 Q1	$4.29K	Hold	260	–	–	﹤0.01%	384
2022 Q4	$4.06K	Buy	+260	New	+$3.63K	﹤0.01%	384

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Richard W. Paul & Associates's TAK Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 260 shares — an estimated $3.44K sold.

Richard W. Paul & Associates first reported a position in TAK in Q4 2022 and held it in 9 quarters. The position peaked at $4.29K in Q1 2023. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

Richard W. Paul & Associates reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 260 Takeda Pharmaceutical shares in Q1 2025, an estimated $3.44K.
Richard W. Paul & Associates first reported a position in Takeda Pharmaceutical in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Takeda Pharmaceutical position peaked at $4.29K in Q1 2023.
307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.