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Triumph Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

Triumph Capital Management’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 		$14.2K Sell
885
-194
-18% -$3.21K ﹤0.01% 1054
2026
Q1 		$20K Buy
1,079
+29
+3% +$509 ﹤0.01% 891
2025
Q4 		$16.4K Buy
+1,050
New +$15K ﹤0.01% 932

Other funds holding TAK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Triumph Capital Management's TAK Position: Q2 2026 in Review

Triumph Capital Management reduced its Takeda Pharmaceutical (TAK) stake by 18% in Q2 2026, selling an estimated $3.21K and leaving 885 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Triumph Capital Management first reported a position in TAK in Q4 2025 and has held it in 3 quarters since. The position peaked at $20K in Q1 2026. 64 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Triumph Capital Management held 885 shares of Takeda Pharmaceutical worth $14.2K as of Q2 2026.
  • Triumph Capital Management sold 194 Takeda Pharmaceutical shares in Q2 2026, an estimated $3.21K.
  • Takeda Pharmaceutical made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1054 holding.
  • Triumph Capital Management first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Takeda Pharmaceutical position peaked at $20K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.