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True Wealth Design’s Takeda Pharmaceutical TAK Stock Holding History

True Wealth Design’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
Q3 		$63.8K Sell
3,506
-132
-4% -$2.34K 0.02% 426
2026
Q2 		$58.3K Buy
3,638
+1,057
+41% +$17.5K 0.01% 432
2026
Q1 		$47.8K Buy
2,581
+763
+42% +$13.4K 0.01% 415
2025
Q4 		$28.3K Sell
1,818
-893
-33% -$12.8K 0.01% 498
2025
Q3 		$39.7K Buy
2,711
+2,512
+1,262% +$37.3K 0.01% 382
2025
Q2 		$3.08K Buy
199
+6
+3% +$89 ﹤0.01% 998
2025
Q1 		$2.87K Sell
193
-3
-2% -$42 ﹤0.01% 881
2024
Q4 		$2.6K Buy
196
+35
+22% +$481 ﹤0.01% 675
2024
Q3 		$2.29K Hold
161
– – ﹤0.01% 751
2024
Q2 		$2.08K Buy
161
+41
+34% +$543 ﹤0.01% 361
2024
Q1 		$1.67K Buy
120
+52
+76% +$756 ﹤0.01% 371
2023
Q4 		$971 Hold
68
– – ﹤0.01% 362
2023
Q3 		$1.05K Hold
68
– – ﹤0.01% 314
2023
Q2 		$1.07K Hold
68
– – ﹤0.01% 320
2023
Q1 		$1.12K Sell
68
-36
-35% -$573 ﹤0.01% 395
2022
Q4 		$1.62K Buy
+104
New +$1.45K ﹤0.01% 308

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

True Wealth Design's TAK Position: Q3 2026 in Review

True Wealth Design reduced its Takeda Pharmaceutical (TAK) stake by 3.6% in Q3 2026, selling an estimated $2.34K and leaving 3,506 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #426.

True Wealth Design first reported a position in TAK in Q4 2022 and has held it in 16 quarters since. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • True Wealth Design held 3,506 shares of Takeda Pharmaceutical worth $63.8K as of Q3 2026.
  • True Wealth Design sold 132 Takeda Pharmaceutical shares in Q3 2026, an estimated $2.34K.
  • Takeda Pharmaceutical made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #426 holding.
  • True Wealth Design first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 16 quarters since.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.