RAFFA WEALTH MANAGEMENT, LLC’s Takeda Pharmaceutical TAK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.33K	Sell	208 -65	-24%	-$1.08K	﹤0.01%	699
2026 Q1	$5.06K	Hold	273	–	–	﹤0.01%	532
2025 Q4	$4.26K	Hold	273	–	–	﹤0.01%	549
2025 Q3	$4K	Hold	273	–	–	﹤0.01%	527
2025 Q2	$4.22K	Hold	273	–	–	﹤0.01%	537
2025 Q1	$4.06K	Hold	273	–	–	﹤0.01%	464
2024 Q4	$3.62K	Hold	273	–	–	﹤0.01%	516
2024 Q3	$3.88K	Hold	273	–	–	﹤0.01%	468
2024 Q2	$3.53K	Hold	273	–	–	﹤0.01%	597
2024 Q1	$3.79K	Hold	273	–	–	﹤0.01%	556
2023 Q4	$3.9K	Hold	273	–	–	﹤0.01%	443
2023 Q3	$4.22K	Hold	273	–	–	﹤0.01%	411
2023 Q2	$4.29K	Hold	273	–	–	﹤0.01%	419
2023 Q1	$4.5K	Hold	273	–	–	﹤0.01%	426
2022 Q4	$4.26K	Hold	273	–	–	﹤0.01%	417
2022 Q3	$3.54K	Hold	273	–	–	﹤0.01%	460
2022 Q2	$3.83K	Sell	273 -16	-6%	-$228	﹤0.01%	450
2022 Q1	$4.14K	Buy	289 +16	+6%	+$235	﹤0.01%	450
2021 Q4	$3.72K	Sell	273 -42	-13%	-$589	﹤0.01%	501
2021 Q3	$5.16K	Hold	315	–	–	﹤0.01%	369
2021 Q2	$5.3K	Sell	315 -66	-17%	-$1.12K	﹤0.01%	371
2021 Q1	$6.96K	Sell	381 -8	-2%	-$144	﹤0.01%	335
2020 Q4	$7.08K	Buy	389 +183	+89%	+$3.21K	﹤0.01%	297
2020 Q3	$3.67K	Sell	206 -66	-24%	-$1.2K	﹤0.01%	379
2020 Q2	$4.88K	Buy	272 +130	+92%	+$2.33K	﹤0.01%	319
2020 Q1	$2.16K	Buy	+142	New	+$2.57K	﹤0.01%	415

Other funds holding TAK

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TAK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Takeda Pharmaceutical (TAK) stake by 24% in Q2 2026, selling an estimated $1.08K and leaving 208 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TAK in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.08K in Q4 2020. 100 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 208 shares of Takeda Pharmaceutical worth $3.33K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 65 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.08K.
Takeda Pharmaceutical made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #699 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Takeda Pharmaceutical in Q1 2020 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Takeda Pharmaceutical position peaked at $7.08K in Q4 2020.
100 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.