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SageView Advisory Group’s Takeda Pharmaceutical TAK Stock Holding History

SageView Advisory Group’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 		– Sell
-928
Closed -$14.5K – 2221
2025
Q4 		$14.5K Buy
+928
New +$13.3K ﹤0.01% 1572

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's TAK Position: Q1 2026 in Review

SageView Advisory Group sold out of Takeda Pharmaceutical (TAK) in Q1 2026, closing a stake of 928 shares — an estimated $14.5K sold.

SageView Advisory Group first reported a position in TAK in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 361 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • SageView Advisory Group reported no remaining Takeda Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 928 Takeda Pharmaceutical shares in Q1 2026, an estimated $14.5K.
  • SageView Advisory Group first reported a position in Takeda Pharmaceutical in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Takeda Pharmaceutical position peaked at $14.5K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.