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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
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

True Wealth Design's TAK Position: Q2 2026 in Review

True Wealth Design increased its Takeda Pharmaceutical (TAK) stake by 41% in Q2 2026, buying an estimated $17.5K and bringing the position to 3,638 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #432.

True Wealth Design first reported a position in TAK in Q4 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • True Wealth Design held 3,638 shares of Takeda Pharmaceutical worth $58.3K as of Q2 2026.
  • True Wealth Design bought 1,057 Takeda Pharmaceutical shares in Q2 2026, an estimated $17.5K.
  • Takeda Pharmaceutical made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #432 holding.
  • True Wealth Design first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 15 quarters since.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.