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Trust Company’s Takeda Pharmaceutical TAK Stock Holding History

Trust Company’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 		$1.16K Hold
64
– – ﹤0.01% 595
2026
Q2 		$1.03K Hold
64
– – ﹤0.01% 605
2026
Q1 		$1.19K Hold
64
– – ﹤0.01% 551
2025
Q4 		$998 Buy
+64
New +$915 ﹤0.01% 561

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valeo Financial Advisors
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

Trust Company's TAK Position: Q3 2026 in Review

Trust Company held its Takeda Pharmaceutical (TAK) position steady in Q3 2026 at 64 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Trust Company first reported a position in TAK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19K in Q1 2026. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Trust Company held 64 shares of Takeda Pharmaceutical worth $1.16K as of Q3 2026.
  • Trust Company left its Takeda Pharmaceutical share count unchanged in Q3 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #595 holding.
  • Trust Company first reported a position in Takeda Pharmaceutical in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Takeda Pharmaceutical position peaked at $1.19K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.