Valley National Advisers’s Takeda Pharmaceutical TAK Stock Holding History

Valley National Advisers’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	$81	Buy	+5	New	+$83	﹤0.01%	1034
2023 Q3	–	Sell	-5	Closed	-$1K	–	1121
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	937
2023 Q1	$0	Hold	5	–	–	﹤0.01%	973
2022 Q4	$0	Sell	5 -1,399	-100%	-$19.5K	﹤0.01%	973
2022 Q3	$18K	Hold	1,404	–	–	﹤0.01%	513
2022 Q2	$20K	Buy	1,404 +1,399	+27,980%	+$20K	﹤0.01%	486
2022 Q1	$0	Hold	5	–	–	﹤0.01%	982
2021 Q4	$0	Hold	5	–	–	﹤0.01%	962
2021 Q3	$0	Sell	5 -55	-92%	-$923	﹤0.01%	936
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	851
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	816
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	773
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	742
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	745
2020 Q1	$1K	Hold	60	–	–	﹤0.01%	727
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	730
2019 Q3	$1K	Hold	60	–	–	﹤0.01%	735
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	705
2019 Q1	$1K	Buy	+60	New	+$1.21K	﹤0.01%	704

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

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

Valley National Advisers's TAK Position: Q2 2026 in Review

Valley National Advisers opened a new position in Takeda Pharmaceutical (TAK) in Q2 2026: 5 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in TAK as recently as Q2 2023.

Valley National Advisers first reported a position in TAK in Q1 2019 and has held it in 19 quarters since. The position peaked at $20K in Q2 2022. 379 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Valley National Advisers held 5 shares of Takeda Pharmaceutical worth $81 as of Q2 2026.
Takeda Pharmaceutical was a new Valley National Advisers position in Q2 2026.
Takeda Pharmaceutical made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1034 holding.
Valley National Advisers first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 19 quarters since.
Valley National Advisers's Takeda Pharmaceutical position peaked at $20K in Q2 2022.
379 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.