Twin Peaks Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-3,404	Closed	-$63K	–	1967
2026 Q1	$63K	Buy	+3,404	New	+$59.7K	0.02%	382
2025 Q3	–	Sell	-1,927	Closed	-$28.2K	–	1891
2025 Q2	$28.2K	Buy	+1,927	New	+$28.5K	0.01%	491

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Twin Peaks Wealth Advisors's TAK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2026, closing a stake of 3,404 shares — an estimated $63K sold.

Twin Peaks Wealth Advisors first reported a position in TAK in Q2 2025 and held it in 2 quarters. The position peaked at $63K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 3,404 Takeda Pharmaceutical shares in Q2 2026, an estimated $63K.
Twin Peaks Wealth Advisors first reported a position in Takeda Pharmaceutical in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Takeda Pharmaceutical position peaked at $63K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.