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Valley Wealth Managers’s Takeda Pharmaceutical TAK Stock Holding History

Valley Wealth Managers’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
2025
Q2 		– Sell
-36
Closed -$535 – 372
2025
Q1 		$535 Hold
36
– – ﹤0.01% 343
2024
Q4 		$477 Hold
36
– – ﹤0.01% 374
2024
Q3 		$512 Buy
+36
New +$511 ﹤0.01% 374

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valley Wealth Managers's TAK Position: Q2 2025 in Review

Valley Wealth Managers sold out of Takeda Pharmaceutical (TAK) in Q2 2025, closing a stake of 36 shares — an estimated $535 sold.

Valley Wealth Managers first reported a position in TAK in Q3 2024 and held it in 3 quarters. The position peaked at $535 in Q1 2025. 315 funds tracked by Wall St. Rank hold TAK as of Q2 2025.

  • Valley Wealth Managers reported no remaining Takeda Pharmaceutical position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 36 Takeda Pharmaceutical shares in Q2 2025, an estimated $535.
  • Valley Wealth Managers first reported a position in Takeda Pharmaceutical in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Takeda Pharmaceutical position peaked at $535 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.