Strategic Investment Solutions’s Takeda Pharmaceutical TAK Stock Holding History

Strategic Investment Solutions’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	$2K	Hold	125	–	–	﹤0.01%	590
2026 Q1	$2.31K	Hold	125	–	–	﹤0.01%	553
2025 Q4	$1.95K	Hold	125	–	–	﹤0.01%	541
2025 Q3	$1.83K	Hold	125	–	–	﹤0.01%	516
2025 Q2	$1.93K	Hold	125	–	–	﹤0.01%	503
2025 Q1	$1.86K	Hold	125	–	–	﹤0.01%	519
2024 Q4	$1.66K	Hold	125	–	–	﹤0.01%	537
2024 Q3	$1.78K	Hold	125	–	–	﹤0.01%	504
2024 Q2	$1.74K	Buy	+125	New	+$1.66K	﹤0.01%	504
2023 Q4	$785	Sell	55 -3,410	-98%	-$48.4K	﹤0.01%	1029
2023 Q3	$53.6K	Buy	3,465 +3,410	+6,200%	+$52.8K	﹤0.01%	607
2023 Q2	$874	Hold	55	–	–	﹤0.01%	793
2023 Q1	$906	Buy	+55	New	+$876	﹤0.01%	923

Other funds holding TAK

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Strategic Investment Solutions's TAK Position: Q2 2026 in Review

Strategic Investment Solutions held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 125 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Strategic Investment Solutions first reported a position in TAK in Q1 2023 and has held it in 13 quarters since. The position peaked at $53.6K in Q3 2023. 33 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Strategic Investment Solutions held 125 shares of Takeda Pharmaceutical worth $2K as of Q2 2026.
Strategic Investment Solutions left its Takeda Pharmaceutical share count unchanged in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #590 holding.
Strategic Investment Solutions first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Takeda Pharmaceutical position peaked at $53.6K in Q3 2023.
33 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.