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Sunbelt Securities’s Takeda Pharmaceutical TAK Stock Holding History

Sunbelt Securities’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
Q1 		$648 Sell
35
-7
-17% -$123 ﹤0.01% 2214
2025
Q4 		$656 Sell
42
-342
-89% -$4.89K ﹤0.01% 2168
2025
Q3 		$5.62K Sell
384
-1,603
-81% -$23.8K ﹤0.01% 1594
2025
Q2 		$26.3K Buy
1,987
+1,610
+427% +$23.8K ﹤0.01% 1099
2025
Q1 		$5.61K Sell
377
-1,610
-81% -$22.6K ﹤0.01% 1395
2024
Q4 		$26.2K Sell
1,987
-801
-29% -$11K ﹤0.01% 1100
2024
Q3 		$39.6K Sell
2,788
-4,806
-63% -$68.2K ﹤0.01% 998
2024
Q2 		$98.3K Sell
7,594
-842
-10% -$11.1K 0.01% 734
2024
Q1 		$117K Hold
8,436
– – 0.01% 672
2023
Q4 		$120K Sell
8,436
-171
-2% -$2.43K 0.02% 634
2023
Q3 		$133K Buy
8,607
+137
+2% +$2.12K 0.02% 575
2023
Q2 		$133K Sell
8,470
-318
-4% -$5.21K 0.02% 565
2023
Q1 		$144K Buy
+8,788
New +$140K 0.02% 500

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's TAK Position: Q1 2026 in Review

Sunbelt Securities reduced its Takeda Pharmaceutical (TAK) stake by 17% in Q1 2026, selling an estimated $123 and leaving 35 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Sunbelt Securities first reported a position in TAK in Q1 2023 and has held it in 13 quarters since. The position peaked at $144K in Q1 2023. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Sunbelt Securities held 35 shares of Takeda Pharmaceutical worth $648 as of Q1 2026.
  • Sunbelt Securities sold 7 Takeda Pharmaceutical shares in Q1 2026, an estimated $123.
  • Takeda Pharmaceutical made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2214 holding.
  • Sunbelt Securities first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Takeda Pharmaceutical position peaked at $144K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.