Ritholtz Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Ritholtz Wealth Management’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 Q2	$511K	Sell	31,907 -21,298	-40%	-$352K	0.01%	849
2026 Q1	$985K	Buy	53,205 +29,353	+123%	+$515K	0.02%	555
2025 Q4	$372K	Sell	23,852 -35,307	-60%	-$505K	0.01%	815
2025 Q3	$866K	Buy	59,159 +35,413	+149%	+$526K	0.02%	536
2025 Q2	$367K	Buy	23,746 +499	+2%	+$7.37K	0.01%	731
2025 Q1	$346K	Sell	23,247 -1,982	-8%	-$27.8K	0.01%	702
2024 Q4	$334K	Sell	25,229 -1,940	-7%	-$26.6K	0.01%	678
2024 Q3	$386K	Buy	27,169 +2,850	+12%	+$40.4K	0.01%	636
2024 Q2	$315K	Buy	+24,319	New	+$322K	0.01%	643
2023 Q4	–	Sell	-11,359	Closed	-$176K	–	786
2023 Q3	$176K	Sell	11,359 -454	-4%	-$7.03K	0.01%	650
2023 Q2	$186K	Buy	+11,813	New	+$194K	0.01%	625

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Ritholtz Wealth Management's TAK Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 40% in Q2 2026, selling an estimated $352K and leaving 31,907 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #849.

Ritholtz Wealth Management first reported a position in TAK in Q2 2023 and has held it in 11 quarters since. The position peaked at $985K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Ritholtz Wealth Management held 31,907 shares of Takeda Pharmaceutical worth $511K as of Q2 2026.
Ritholtz Wealth Management sold 21,298 Takeda Pharmaceutical shares in Q2 2026, an estimated $352K.
Takeda Pharmaceutical made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #849 holding.
Ritholtz Wealth Management first reported a position in Takeda Pharmaceutical in Q2 2023 and has held it in 11 quarters since.
Ritholtz Wealth Management's Takeda Pharmaceutical position peaked at $985K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.