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Steward Partners Investment Advisory’s Takeda Pharmaceutical TAK Stock Holding History

Steward Partners Investment Advisory’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 		$1.86M Buy
116,008
+115,030
+11,762% +$1.9M 0.01% 961
2026
Q1 		$18.1K Hold
978
– – ﹤0.01% 3279
2025
Q4 		$15.2K Sell
978
-36
-4% -$515 ﹤0.01% 3249
2025
Q3 		$14.8K Buy
1,014
+23
+2% +$342 ﹤0.01% 3221
2025
Q2 		$15.3K Hold
991
– – ﹤0.01% 3024
2025
Q1 		$14.7K Buy
991
+142
+17% +$1.99K ﹤0.01% 2934
2024
Q4 		$11.2K Hold
849
– – ﹤0.01% 3050
2024
Q3 		$12.1K Buy
849
+550
+184% +$7.8K ﹤0.01% 2874
2024
Q2 		$3.87K Sell
299
-464
-61% -$6.14K ﹤0.01% 3122
2024
Q1 		$10.6K Hold
763
– – ﹤0.01% 2790
2023
Q4 		$10.9K Sell
763
-31
-4% -$440 ﹤0.01% 2671
2023
Q3 		$12.3K Buy
794
+75
+10% +$1.16K ﹤0.01% 2514
2023
Q2 		$11.3K Buy
719
+150
+26% +$2.46K ﹤0.01% 2526
2023
Q1 		$9.38K Sell
569
-125
-18% -$1.99K ﹤0.01% 2568
2022
Q4 		$10.8K Sell
694
-911
-57% -$12.7K ﹤0.01% 2506
2022
Q3 		$21K Buy
1,605
+1,300
+426% +$18.1K ﹤0.01% 2215
2022
Q2 		$4K Sell
305
-266
-47% -$3.8K ﹤0.01% 2868
2022
Q1 		$8K Sell
571
-105
-16% -$1.54K ﹤0.01% 2749
2021
Q4 		$9K Sell
676
-100
-13% -$1.4K ﹤0.01% 2658
2021
Q3 		$13K Sell
776
-152
-16% -$2.55K ﹤0.01% 2518
2021
Q2 		$16K Sell
928
-1,322
-59% -$22.5K ﹤0.01% 5400
2021
Q1 		$41.1K Buy
2,250
+1,146
+104% +$20.6K ﹤0.01% 2082
2020
Q4 		$20K Sell
1,104
-640
-37% -$11.2K ﹤0.01% 2065
2020
Q3 		$31K Sell
1,744
-288
-14% -$5.24K ﹤0.01% 1713
2020
Q2 		$36K Buy
2,032
+500
+33% +$8.98K ﹤0.01% 1552
2020
Q1 		$23K Sell
1,532
-38
-2% -$689 ﹤0.01% 1564
2019
Q4 		$30K Sell
1,570
-85
-5% -$1.63K ﹤0.01% 1627
2019
Q3 		$28K Sell
1,655
-105
-6% -$1.82K ﹤0.01% 1611
2019
Q2 		$31K Buy
+1,760
New +$32K ﹤0.01% 1540

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

Steward Partners Investment Advisory's TAK Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Takeda Pharmaceutical (TAK) stake by 11,762% in Q2 2026, buying an estimated $1.9M and bringing the position to 116,008 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #961.

Steward Partners Investment Advisory first reported a position in TAK in Q2 2019 and has held it in 29 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Steward Partners Investment Advisory held 116,008 shares of Takeda Pharmaceutical worth $1.86M as of Q2 2026.
  • Steward Partners Investment Advisory bought 115,030 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.9M.
  • Takeda Pharmaceutical made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #961 holding.
  • Steward Partners Investment Advisory first reported a position in Takeda Pharmaceutical in Q2 2019 and has held it in 29 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.