Ridgewood Investments’s Takeda Pharmaceutical TAK Stock Holding History

Ridgewood Investments’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	-72	Closed	-$1.11K	–	630
2025 Q2	$1.11K	Hold	72	–	–	﹤0.01%	682
2025 Q1	$1.07K	Hold	72	–	–	﹤0.01%	633
2024 Q4	$953	Hold	72	–	–	﹤0.01%	677
2024 Q3	$1.02K	Sell	72 -6,828	-99%	-$96.8K	﹤0.01%	685
2024 Q2	$89.3K	Buy	+6,900	New	+$91.3K	0.04%	252
2023 Q3	–	Sell	-6,900	Closed	-$108K	–	693
2023 Q2	$108K	Sell	6,900 -32,561	-83%	-$534K	0.06%	233
2023 Q1	$650K	Hold	39,461	–	–	0.4%	72
2022 Q4	$616K	Sell	39,461 -3	-0%	-$42	0.44%	77
2022 Q3	$512K	Buy	39,464 +6,014	+18%	+$83.6K	0.43%	79
2022 Q2	$470K	Buy	33,450 +72	+0.2%	+$1.03K	0.37%	95
2022 Q1	$478K	Buy	33,378 +5,353	+19%	+$78.6K	0.31%	107
2021 Q4	$382K	Buy	+28,025	New	+$393K	0.24%	128

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ridgewood Investments's TAK Position: Q3 2025 in Review

Ridgewood Investments sold out of Takeda Pharmaceutical (TAK) in Q3 2025, closing a stake of 72 shares — an estimated $1.11K sold.

Ridgewood Investments first reported a position in TAK in Q4 2021 and held it in 12 quarters. The position peaked at $650K in Q1 2023. 329 funds tracked by Wall St. Rank hold TAK as of Q3 2025.

Ridgewood Investments reported no remaining Takeda Pharmaceutical position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 72 Takeda Pharmaceutical shares in Q3 2025, an estimated $1.11K.
Ridgewood Investments first reported a position in Takeda Pharmaceutical in Q4 2021 and held it in 12 quarters.
Ridgewood Investments's Takeda Pharmaceutical position peaked at $650K in Q1 2023.
329 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.