SimplyRich’s Takeda Pharmaceutical TAK Stock Holding History

SimplyRich’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	–	Sell	-30,702	Closed	-$568K	–	206
2026 Q1	$568K	Sell	30,702 -437	-1%	-$7.67K	0.15%	141
2025 Q4	$485K	Sell	31,139 -984	-3%	-$14.1K	0.13%	139
2025 Q3	$470K	Sell	32,123 -397	-1%	-$5.9K	0.13%	142
2025 Q2	$502K	Sell	32,520 -2,151	-6%	-$31.8K	0.14%	141
2025 Q1	$515K	Buy	34,671 +14,999	+76%	+$210K	0.15%	138
2024 Q4	$260K	Sell	19,672 -703	-3%	-$9.66K	0.07%	198
2024 Q3	$289K	Buy	+20,375	New	+$289K	0.08%	186
2024 Q2	–	Sell	-25,245	Closed	-$351K	–	186
2024 Q1	$351K	Buy	+25,245	New	+$367K	0.11%	136
2023 Q4	–	Sell	-16,191	Closed	-$250K	–	178
2023 Q3	$250K	Buy	+16,191	New	+$251K	0.12%	130

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

SimplyRich's TAK Position: Q2 2026 in Review

SimplyRich sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 30,702 shares — an estimated $568K sold.

SimplyRich first reported a position in TAK in Q3 2023 and held it in 9 quarters. The position peaked at $568K in Q1 2026. 377 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

SimplyRich reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 30,702 Takeda Pharmaceutical shares in Q2 2026, an estimated $568K.
SimplyRich first reported a position in Takeda Pharmaceutical in Q3 2023 and held it in 9 quarters.
SimplyRich's Takeda Pharmaceutical position peaked at $568K in Q1 2026.
377 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.