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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
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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Root Financial Partners's TAK Position: Q2 2026 in Review

Root Financial Partners sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 204 shares — an estimated $3.78K sold.

Root Financial Partners first reported a position in TAK in Q3 2025 and held it in 3 quarters. The position peaked at $11.7K in Q3 2025. 378 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Root Financial Partners reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 204 Takeda Pharmaceutical shares in Q2 2026, an estimated $3.78K.
  • Root Financial Partners first reported a position in Takeda Pharmaceutical in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Takeda Pharmaceutical position peaked at $11.7K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.