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Spire Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Spire 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 		$12.5K Hold
779
– – ﹤0.01% 1583
2026
Q1 		$14.4K Sell
779
-14
-2% -$246 ﹤0.01% 1519
2025
Q4 		$12.4K Sell
793
-28
-3% -$400 ﹤0.01% 1645
2025
Q3 		$12K Sell
821
-23
-3% -$342 ﹤0.01% 1683
2025
Q2 		$13K Sell
844
-142
-14% -$2.1K ﹤0.01% 1639
2025
Q1 		$14.7K Sell
986
-117
-11% -$1.64K ﹤0.01% 1714
2024
Q4 		$14.6K Buy
1,103
+274
+33% +$3.76K ﹤0.01% 1727
2024
Q3 		$11.8K Buy
829
+687
+484% +$9.74K ﹤0.01% 1593
2024
Q2 		$1.84K Buy
142
+42
+42% +$556 ﹤0.01% 2022
2024
Q1 		$1.39K Sell
100
-42
-30% -$611 ﹤0.01% 2153
2023
Q4 		$2.09K Hold
142
– – ﹤0.01% 2132
2023
Q3 		$2.2K Hold
142
– – ﹤0.01% 2116
2023
Q2 		$2.23K Sell
142
-33
-19% -$541 ﹤0.01% 2180
2023
Q1 		$2.88K Buy
175
+42
+32% +$669 ﹤0.01% 2175
2022
Q4 		$2K Hold
133
– – ﹤0.01% 2106
2022
Q3 		$2K Sell
133
-233
-64% -$3.24K ﹤0.01% 1998
2022
Q2 		$5K Sell
366
-109
-23% -$1.56K ﹤0.01% 2151
2022
Q1 		$7K Sell
475
-53
-10% -$778 ﹤0.01% 2165
2021
Q4 		$7K Sell
528
-39
-7% -$547 ﹤0.01% 2496
2021
Q3 		$9K Sell
567
-629
-53% -$10.6K ﹤0.01% 2134
2021
Q2 		$20K Sell
1,196
-492
-29% -$8.38K ﹤0.01% 1872
2021
Q1 		$31K Buy
+1,688
New +$30.4K ﹤0.01% 1961

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
BIP
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

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

Spire Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 779 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Spire Wealth Management first reported a position in TAK in Q1 2021 and has held it in 22 quarters since. The position peaked at $31K in Q1 2021. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Spire Wealth Management held 779 shares of Takeda Pharmaceutical worth $12.5K as of Q2 2026.
  • Spire Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1583 holding.
  • Spire Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Takeda Pharmaceutical position peaked at $31K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.