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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
Q2 		$38.4K Sell
2,393
-144
-6% -$2.38K ﹤0.01% 609
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 $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
Brandes Investment Partners
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

SHP Wealth Management's TAK Position: Q2 2026 in Review

SHP Wealth Management reduced its Takeda Pharmaceutical (TAK) stake by 5.7% in Q2 2026, selling an estimated $2.38K and leaving 2,393 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

SHP Wealth Management first reported a position in TAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $47K in Q1 2026. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • SHP Wealth Management held 2,393 shares of Takeda Pharmaceutical worth $38.4K as of Q2 2026.
  • SHP Wealth Management sold 144 Takeda Pharmaceutical shares in Q2 2026, an estimated $2.38K.
  • Takeda Pharmaceutical made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #609 holding.
  • SHP Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Takeda Pharmaceutical position peaked at $47K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.