Sowell Financial Services
TAK icon

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
Q2 		$307K Buy
19,161
+5,032
+36% +$83.3K 0.01% 866
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
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

Sowell Financial Services's TAK Position: Q2 2026 in Review

Sowell Financial Services increased its Takeda Pharmaceutical (TAK) stake by 36% in Q2 2026, buying an estimated $83.3K and bringing the position to 19,161 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #866.

Sowell Financial Services first reported a position in TAK in Q3 2019 and has held it in 10 quarters since. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Sowell Financial Services held 19,161 shares of Takeda Pharmaceutical worth $307K as of Q2 2026.
  • Sowell Financial Services bought 5,032 Takeda Pharmaceutical shares in Q2 2026, an estimated $83.3K.
  • Takeda Pharmaceutical made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #866 holding.
  • Sowell Financial Services first reported a position in Takeda Pharmaceutical in Q3 2019 and has held it in 10 quarters since.
  • 379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.