Sowell Financial Services’s Takeda Pharmaceutical TAK Stock Holding History

Sowell Financial Services’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	$262K	Buy	14,129 +1,018	+8%	+$17.9K	0.01%	886
2025 Q4	$204K	Buy	+13,111	New	+$187K	0.01%	1025
2021 Q2	–	Sell	-453	Closed	-$8K	–	2464
2021 Q1	$8K	Buy	453 +101	+29%	+$1.82K	﹤0.01%	2422
2020 Q4	$6K	Buy	352 +2	+0.6%	+$35	﹤0.01%	2230
2020 Q3	$6K	Buy	350 +2	+0.6%	+$36	﹤0.01%	1963
2020 Q2	$6K	Sell	348 -65	-16%	-$1.17K	﹤0.01%	1860
2020 Q1	$6K	Sell	413 -144	-26%	-$2.61K	﹤0.01%	1783
2019 Q4	$11K	Buy	557 +146	+36%	+$2.79K	﹤0.01%	1664
2019 Q3	$7K	Buy	+411	New	+$7.11K	﹤0.01%	1652

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's TAK Position: Q1 2026 in Review

Sowell Financial Services increased its Takeda Pharmaceutical (TAK) stake by 7.8% in Q1 2026, buying an estimated $17.9K and bringing the position to 14,129 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #886.

Sowell Financial Services first reported a position in TAK in Q3 2019 and has held it in 9 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Sowell Financial Services held 14,129 shares of Takeda Pharmaceutical worth $262K as of Q1 2026.
Sowell Financial Services bought 1,018 Takeda Pharmaceutical shares in Q1 2026, an estimated $17.9K.
Takeda Pharmaceutical made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #886 holding.
Sowell Financial Services first reported a position in Takeda Pharmaceutical in Q3 2019 and has held it in 9 quarters since.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.