Root Financial Partners
TAK icon

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
Q3 		$15.6K Buy
+857
New +$15.2K ﹤0.01% 1691
2026
Q2 		– Sell
-204
Closed -$3.78K – 2866
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 $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Managed Asset Portfolios
Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's TAK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 857 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TAK as recently as Q1 2026.

Root Financial Partners first reported a position in TAK in Q3 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Root Financial Partners held 857 shares of Takeda Pharmaceutical worth $15.6K as of Q3 2026.
  • Takeda Pharmaceutical was a new Root Financial Partners position in Q3 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1691 holding.
  • Root Financial Partners first reported a position in Takeda Pharmaceutical in Q3 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.