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Sound Income Strategies’s Takeda Pharmaceutical TAK Stock Holding History

Sound Income Strategies’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
-1,286
Closed -$24.1K – 2183
2026
Q1 		$24.1K Buy
1,286
+706
+122% +$12.4K ﹤0.01% 1106
2025
Q4 		$9.37K Buy
580
+555
+2,220% +$7.93K ﹤0.01% 1504
2025
Q3 		$352 Sell
25
-23
-48% -$342 ﹤0.01% 1568
2025
Q2 		$740 Hold
48
– – ﹤0.01% 1413
2025
Q1 		$711 Buy
48
+23
+92% +$322 ﹤0.01% 1384
2024
Q4 		$331 Hold
25
– – ﹤0.01% 1384
2024
Q3 		$356 Hold
25
– – ﹤0.01% 1333
2024
Q2 		$324 Hold
25
– – ﹤0.01% 1304
2024
Q1 		$347 Buy
+25
New +$364 ﹤0.01% 1268
2022
Q1 		– Sell
-357
Closed -$5K – 936
2021
Q4 		$5K Buy
+357
New +$5.01K ﹤0.01% 600
2021
Q3 		– Sell
-231
Closed -$4K – 906
2021
Q2 		$4K Hold
231
– – ﹤0.01% 647
2021
Q1 		$4.22K Hold
231
– – ﹤0.01% 654
2020
Q4 		$4K Hold
231
– – ﹤0.01% 636
2020
Q3 		$4K Sell
231
-468
-67% -$8.52K ﹤0.01% 590
2020
Q2 		$13K Sell
699
-468
-40% -$8.4K ﹤0.01% 346
2020
Q1 		$18K Hold
1,167
– – 0.01% 265
2019
Q4 		$23K Hold
1,167
– – 0.01% 223
2019
Q3 		$20K Hold
1,167
– – 0.01% 215
2019
Q2 		$21K Hold
1,167
– – 0.01% 225
2019
Q1 		$24K Buy
+1,167
New +$23.5K 0.01% 207

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's TAK Position: Q2 2026 in Review

Sound Income Strategies sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 1,286 shares — an estimated $24.1K sold.

Sound Income Strategies first reported a position in TAK in Q1 2019 and held it in 20 quarters. The position peaked at $24.1K in Q1 2026. 265 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Sound Income Strategies reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,286 Takeda Pharmaceutical shares in Q2 2026, an estimated $24.1K.
  • Sound Income Strategies first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 20 quarters.
  • Sound Income Strategies's Takeda Pharmaceutical position peaked at $24.1K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.