SYM Financial Corp’s Takeda Pharmaceutical TAK Stock Holding History

SYM Financial Corp’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	$299K	Buy	16,170 +168	+1%	+$2.95K	0.03%	222
2025 Q4	$249K	Sell	16,002 -7,794	-33%	-$111K	0.03%	273
2025 Q3	$348K	Buy	23,796 +3,702	+18%	+$55K	0.04%	183
2025 Q2	$311K	Buy	20,094 +1,891	+10%	+$27.9K	0.03%	201
2025 Q1	$271K	Buy	18,203 +7,617	+72%	+$107K	0.03%	189
2024 Q4	$140K	Buy	+10,586	New	+$145K	0.02%	247

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's TAK Position: Q1 2026 in Review

SYM Financial Corp increased its Takeda Pharmaceutical (TAK) stake by 1% in Q1 2026, buying an estimated $2.95K and bringing the position to 16,170 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #222.

SYM Financial Corp first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $348K in Q3 2025. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

SYM Financial Corp held 16,170 shares of Takeda Pharmaceutical worth $299K as of Q1 2026.
SYM Financial Corp bought 168 Takeda Pharmaceutical shares in Q1 2026, an estimated $2.95K.
Takeda Pharmaceutical made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #222 holding.
SYM Financial Corp first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
SYM Financial Corp's Takeda Pharmaceutical position peaked at $348K in Q3 2025.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.