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Root Financial Partners’s Takeda Pharmaceutical TAK Stock Holding History

Root Financial Partners’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 		$3.78K Buy
204
+27
+15% +$474 ﹤0.01% 2058
2025
Q4 		$2.76K Sell
177
-623
-78% -$8.91K ﹤0.01% 1924
2025
Q3 		$11.7K Buy
+800
New +$11.9K ﹤0.01% 1389

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $5.72T AUM 30.48% 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

Root Financial Partners's TAK Position: Q1 2026 in Review

Root Financial Partners increased its Takeda Pharmaceutical (TAK) stake by 15% in Q1 2026, buying an estimated $474 and bringing the position to 204 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Root Financial Partners first reported a position in TAK in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q3 2025. 359 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Root Financial Partners held 204 shares of Takeda Pharmaceutical worth $3.78K as of Q1 2026.
  • Root Financial Partners bought 27 Takeda Pharmaceutical shares in Q1 2026, an estimated $474.
  • Takeda Pharmaceutical made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2058 holding.
  • Root Financial Partners first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Takeda Pharmaceutical position peaked at $11.7K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.