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Sequoia Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Sequoia Financial 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
2026
Q2 		$1.41M Sell
87,929
-11,007
-11% -$182K 0.01% 791
2026
Q1 		$1.83M Buy
98,936
+15,704
+19% +$276K 0.01% 632
2025
Q4 		$1.3M Sell
83,232
-20,632
-20% -$295K 0.01% 764
2025
Q3 		$1.52M Buy
103,864
+5,814
+6% +$86.3K 0.01% 609
2025
Q2 		$1.52M Buy
98,050
+33,451
+52% +$494K 0.01% 549
2025
Q1 		$961K Buy
64,599
+26,656
+70% +$373K 0.01% 631
2024
Q4 		$502K Buy
37,943
+11,637
+44% +$160K ﹤0.01% 802
2024
Q3 		$374K Buy
26,306
+3,318
+14% +$47.1K ﹤0.01% 869
2024
Q2 		$297K Buy
22,988
+592
+3% +$7.84K ﹤0.01% 896
2024
Q1 		$311K Buy
22,396
+2,159
+11% +$31.4K ﹤0.01% 847
2023
Q4 		$289K Sell
20,237
-4,137
-17% -$58.7K ﹤0.01% 949
2023
Q3 		$377K Buy
24,374
+1,353
+6% +$20.9K 0.01% 604
2023
Q2 		$362K Buy
23,021
+1,832
+9% +$30K 0.01% 630
2023
Q1 		$349K Buy
21,189
+1,692
+9% +$27K 0.01% 576
2022
Q4 		$304K Buy
19,497
+7,220
+59% +$101K 0.01% 575
2022
Q3 		$159K Buy
12,277
+2,150
+21% +$29.9K 0.01% 498
2022
Q2 		$142K Sell
10,127
-759
-7% -$10.8K ﹤0.01% 558
2022
Q1 		$156K Buy
+10,886
New +$160K ﹤0.01% 626

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

Sequoia Financial Advisors's TAK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Takeda Pharmaceutical (TAK) stake by 11% in Q2 2026, selling an estimated $182K and leaving 87,929 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #791.

Sequoia Financial Advisors first reported a position in TAK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Sequoia Financial Advisors held 87,929 shares of Takeda Pharmaceutical worth $1.41M as of Q2 2026.
  • Sequoia Financial Advisors sold 11,007 Takeda Pharmaceutical shares in Q2 2026, an estimated $182K.
  • Takeda Pharmaceutical made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #791 holding.
  • Sequoia Financial Advisors first reported a position in Takeda Pharmaceutical in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Takeda Pharmaceutical position peaked at $1.83M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.