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SHP Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

SHP Wealth Management’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 		$47K Sell
2,537
-158
-6% -$2.77K ﹤0.01% 506
2025
Q4 		$42K Buy
+2,695
New +$38.5K ﹤0.01% 515

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's TAK Position: Q1 2026 in Review

SHP Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 5.9% in Q1 2026, selling an estimated $2.77K and leaving 2,537 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

SHP Wealth Management first reported a position in TAK in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • SHP Wealth Management held 2,537 shares of Takeda Pharmaceutical worth $47K as of Q1 2026.
  • SHP Wealth Management sold 158 Takeda Pharmaceutical shares in Q1 2026, an estimated $2.77K.
  • Takeda Pharmaceutical made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #506 holding.
  • SHP Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.