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Schechter Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.56M Sell
104,974
-14,694
-12% -$206K 0.13% 154
2024
Q4 		$1.58M Buy
119,668
+2,884
+2% +$39.6K 0.12% 166
2024
Q3 		$1.66M Buy
116,784
+1,494
+1% +$21.2K 0.12% 160
2024
Q2 		$1.49M Sell
115,290
-12,013
-9% -$159K 0.11% 173
2024
Q1 		$1.77M Sell
127,303
-1,693
-1% -$24.6K 0.13% 147
2023
Q4 		$1.84M Sell
128,996
-5,392
-4% -$76.5K 0.16% 126
2023
Q3 		$2.08M Sell
134,388
-4,200
-3% -$65K 0.2% 93
2023
Q2 		$2.18M Sell
138,588
-1,496
-1% -$24.5K 0.2% 101
2023
Q1 		$2.31M Sell
140,084
-846
-0.6% -$13.5K 0.21% 90
2022
Q4 		$2.2M Buy
140,930
+54,349
+63% +$759K 0.2% 102
2022
Q3 		$1.12M Sell
86,581
-53,863
-38% -$749K 0.11% 238
2022
Q2 		$1.97M Sell
140,444
-7,248
-5% -$103K 0.19% 96
2022
Q1 		$2.12M Buy
147,692
+99,840
+209% +$1.47M 0.2% 98
2021
Q4 		$652K Buy
+47,852
New +$671K 0.06% 435

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Schechter Investment Advisors's TAK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Takeda Pharmaceutical (TAK) stake by 12% in Q1 2025, selling an estimated $206K and leaving 104,974 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #154.

Schechter Investment Advisors first reported a position in TAK in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.31M in Q1 2023. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

  • Schechter Investment Advisors held 104,974 shares of Takeda Pharmaceutical worth $1.56M as of Q1 2025.
  • Schechter Investment Advisors sold 14,694 Takeda Pharmaceutical shares in Q1 2025, an estimated $206K.
  • Takeda Pharmaceutical made up 0.13% of Schechter Investment Advisors's portfolio in Q1 2025, its #154 holding.
  • Schechter Investment Advisors first reported a position in Takeda Pharmaceutical in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Takeda Pharmaceutical position peaked at $2.31M in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.