Valeo Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Valeo 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	$163K	Buy	+10,141	New	+$168K	﹤0.01%	780
2026 Q1	–	Sell	-11,220	Closed	-$175K	–	879
2025 Q4	$175K	Buy	11,220 +632	+6%	+$9.04K	﹤0.01%	768
2025 Q3	$155K	Sell	10,588 -1,153	-10%	-$17.1K	﹤0.01%	773
2025 Q2	$182K	Buy	+11,741	New	+$173K	﹤0.01%	722
2023 Q4	–	Sell	-10,625	Closed	-$164K	–	714
2023 Q3	$164K	Buy	10,625 +76	+0.7%	+$1.18K	0.01%	576
2023 Q2	$166K	Buy	+10,549	New	+$173K	0.01%	552
2021 Q2	–	Sell	-1,517	Closed	-$28K	–	1677
2021 Q1	$28K	Sell	1,517 -780	-34%	-$14K	﹤0.01%	1057
2020 Q4	$42K	Sell	2,297 -623	-21%	-$10.9K	﹤0.01%	835
2020 Q3	$52K	Sell	2,920 -314	-10%	-$5.72K	﹤0.01%	663
2020 Q2	$58K	Buy	3,234 +250	+8%	+$4.49K	0.01%	663
2020 Q1	$48K	Buy	2,984 +31	+1%	+$562	0.01%	622
2019 Q4	$58K	Hold	2,953	–	–	0.01%	595
2019 Q3	$51K	Buy	2,953 +3	+0.1%	+$52	0.01%	598
2019 Q2	$52K	Sell	2,950 -272	-8%	-$4.95K	0.01%	584
2019 Q1	$66K	Buy	+3,222	New	+$64.8K	0.01%	507

Other funds holding TAK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Valeo Financial Advisors's TAK Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 10,141 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TAK as recently as Q4 2025.

Valeo Financial Advisors first reported a position in TAK in Q1 2019 and has held it in 15 quarters since. The position peaked at $182K in Q2 2025. 54 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Valeo Financial Advisors held 10,141 shares of Takeda Pharmaceutical worth $163K as of Q2 2026.
Takeda Pharmaceutical was a new Valeo Financial Advisors position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #780 holding.
Valeo Financial Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 15 quarters since.
Valeo Financial Advisors's Takeda Pharmaceutical position peaked at $182K in Q2 2025.
54 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.