Sagespring Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Sagespring Wealth 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	$204K	Buy	+11,016	New	+$193K	﹤0.01%	775
2025 Q4	–	Sell	-16,109	Closed	-$236K	–	811
2025 Q3	$236K	Buy	16,109 +2,351	+17%	+$34.9K	﹤0.01%	683
2025 Q2	$213K	Buy	13,758 +2,878	+26%	+$42.5K	﹤0.01%	676
2025 Q1	$162K	Buy	+10,880	New	+$152K	﹤0.01%	643

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sagespring Wealth Partners's TAK Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Takeda Pharmaceutical (TAK) in Q1 2026: 11,016 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in TAK as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in TAK in Q1 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Sagespring Wealth Partners held 11,016 shares of Takeda Pharmaceutical worth $204K as of Q1 2026.
Takeda Pharmaceutical was a new Sagespring Wealth Partners position in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #775 holding.
Sagespring Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 4 quarters since.
Sagespring Wealth Partners's Takeda Pharmaceutical position peaked at $236K in Q3 2025.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.