Stifel Financial
TAK icon

Stifel Financial’s Takeda Pharmaceutical TAK Stock Holding History

Stifel Financial’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 		$11.6M Buy
722,863
+94,313
+15% +$1.56M 0.01% 941
2026
Q1 		$11.6M Buy
628,550
+74,260
+13% +$1.3M 0.01% 882
2025
Q4 		$8.64M Buy
554,290
+45,366
+9% +$649K 0.01% 1027
2025
Q3 		$7.45M Buy
508,924
+54,905
+12% +$815K 0.01% 1081
2025
Q2 		$7.02M Buy
454,019
+52,237
+13% +$772K 0.01% 1068
2025
Q1 		$5.97M Sell
401,782
-33,359
-8% -$467K 0.01% 1092
2024
Q4 		$5.76M Sell
435,141
-5,525
-1% -$75.9K 0.01% 1132
2024
Q3 		$6.27M Buy
440,666
+224,594
+104% +$3.19M 0.01% 1077
2024
Q2 		$2.8M Sell
216,072
-78,143
-27% -$1.03M ﹤0.01% 1496
2024
Q1 		$4.09M Buy
294,215
+85,772
+41% +$1.25M ﹤0.01% 1258
2023
Q4 		$2.97M Sell
208,443
-85,370
-29% -$1.21M ﹤0.01% 1409
2023
Q3 		$4.55M Buy
293,813
+14,766
+5% +$229K 0.01% 1078
2023
Q2 		$4.38M Buy
279,047
+3,859
+1% +$63.2K 0.01% 1118
2023
Q1 		$4.54M Buy
275,188
+161,919
+143% +$2.58M 0.01% 1084
2022
Q4 		$1.77M Sell
113,269
-10,428
-8% -$146K ﹤0.01% 1608
2022
Q3 		$1.6M Buy
123,697
+15,182
+14% +$211K ﹤0.01% 1622
2022
Q2 		$1.52M Buy
108,515
+12,679
+13% +$181K ﹤0.01% 1687
2022
Q1 		$1.37M Buy
95,836
+8,884
+10% +$130K ﹤0.01% 1891
2021
Q4 		$1.19M Buy
86,952
+10,212
+13% +$143K ﹤0.01% 1994
2021
Q3 		$1.26M Buy
76,740
+12,178
+19% +$204K ﹤0.01% 1908
2021
Q2 		$1.09M Buy
64,562
+383
+0.6% +$6.52K ﹤0.01% 2032
2021
Q1 		$1.17M Sell
64,179
-93,125
-59% -$1.68M ﹤0.01% 1889
2020
Q4 		$2.86M Sell
157,304
-43,185
-22% -$758K 0.01% 1163
2020
Q3 		$3.58M Sell
200,489
-4,117
-2% -$75K 0.01% 926
2020
Q2 		$3.67M Sell
204,606
-14,059
-6% -$252K 0.01% 861
2020
Q1 		$3.32M Buy
218,665
+2,851
+1% +$51.7K 0.01% 820
2019
Q4 		$4.25M Buy
215,814
+25,649
+13% +$491K 0.01% 956
2019
Q3 		$3.27M Sell
190,165
-17,891
-9% -$309K 0.01% 1026
2019
Q2 		$3.68M Buy
208,056
+6,538
+3% +$119K 0.01% 987
2019
Q1 		$4.1M Buy
+201,518
New +$4.06M 0.01% 893

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

Stifel Financial's TAK Position: Q2 2026 in Review

Stifel Financial increased its Takeda Pharmaceutical (TAK) stake by 15% in Q2 2026, buying an estimated $1.56M and bringing the position to 722,863 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #941.

Stifel Financial first reported a position in TAK in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.6M in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Stifel Financial held 722,863 shares of Takeda Pharmaceutical worth $11.6M as of Q2 2026.
  • Stifel Financial bought 94,313 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.56M.
  • Takeda Pharmaceutical made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #941 holding.
  • Stifel Financial first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 30 quarters since.
  • Stifel Financial's Takeda Pharmaceutical position peaked at $11.6M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.