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United Capital Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

United Capital Financial 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 		$441K Sell
27,496
-3,804
-12% -$62.9K ﹤0.01% 1186
2026
Q1 		$580K Sell
31,300
-1,339
-4% -$23.5K ﹤0.01% 992
2025
Q4 		$509K Buy
32,639
+2,968
+10% +$42.4K ﹤0.01% 953
2025
Q3 		$434K Sell
29,671
-583
-2% -$8.66K ﹤0.01% 898
2025
Q2 		$468K Sell
30,254
-1,670
-5% -$24.7K ﹤0.01% 803
2025
Q1 		$475K Buy
31,924
+5,016
+19% +$70.3K ﹤0.01% 758
2024
Q4 		$356K Sell
26,908
-3,538
-12% -$48.6K ﹤0.01% 833
2024
Q3 		$433K Buy
30,446
+5,450
+22% +$77.3K ﹤0.01% 765
2024
Q2 		$323K Buy
24,996
+2,246
+10% +$29.7K ﹤0.01% 824
2024
Q1 		$316K Sell
22,750
-1,209
-5% -$17.6K ﹤0.01% 861
2023
Q4 		$342K Buy
+23,959
New +$340K ﹤0.01% 825
2020
Q1 		– Sell
-16,818
Closed -$332K – 1358
2019
Q4 		$332K Buy
+16,818
New +$322K ﹤0.01% 1104
2019
Q3 		– Sell
-21,800
Closed -$386K – 1473
2019
Q2 		$386K Sell
21,800
-2,472
-10% -$45K ﹤0.01% 1126
2019
Q1 		$494K Buy
+24,272
New +$488K ﹤0.01% 983

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

United Capital Financial Advisors's TAK Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Takeda Pharmaceutical (TAK) stake by 12% in Q2 2026, selling an estimated $62.9K and leaving 27,496 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

United Capital Financial Advisors first reported a position in TAK in Q1 2019 and has held it in 14 quarters since. The position peaked at $580K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • United Capital Financial Advisors held 27,496 shares of Takeda Pharmaceutical worth $441K as of Q2 2026.
  • United Capital Financial Advisors sold 3,804 Takeda Pharmaceutical shares in Q2 2026, an estimated $62.9K.
  • Takeda Pharmaceutical made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1186 holding.
  • United Capital Financial Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Takeda Pharmaceutical position peaked at $580K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.