Wealth Enhancement Advisory Services’s Takeda Pharmaceutical TAK Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$1.13M	Buy	61,068 +13,047	+27%	+$231K	﹤0.01%	2087
2026 Q2	$795K	Buy	48,021 +7,511	+19%	+$124K	﹤0.01%	2260
2026 Q1	$759K	Sell	40,510 -23,467	-37%	-$412K	﹤0.01%	1994
2025 Q4	$1.01M	Sell	63,977 -3,167	-5%	-$45.3K	﹤0.01%	1953
2025 Q3	$971K	Sell	67,144 -505	-0.7%	-$7.5K	﹤0.01%	1889
2025 Q2	$1.04M	Buy	67,649 +1,174	+2%	+$17.3K	﹤0.01%	1730
2025 Q1	$988K	Sell	66,475 -14,772	-18%	-$207K	﹤0.01%	1601
2024 Q4	$1.08M	Sell	81,247 -30,452	-27%	-$418K	﹤0.01%	1497
2024 Q3	$1.59M	Sell	111,699 -12,852	-10%	-$182K	﹤0.01%	1168
2024 Q2	$1.61M	Sell	124,551 -6,353	-5%	-$84.1K	﹤0.01%	1078
2024 Q1	$1.82M	Buy	130,904 +857	+0.7%	+$12.5K	﹤0.01%	981
2023 Q4	$1.86M	Sell	130,047 -5,559	-4%	-$78.9K	0.01%	925
2023 Q3	$2.1M	Buy	+135,606	New	+$2.1M	0.01%	840

Other funds holding TAK

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's TAK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Takeda Pharmaceutical (TAK) stake by 27% in Q3 2026, buying an estimated $231K and bringing the position to 61,068 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Wealth Enhancement Advisory Services first reported a position in TAK in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q3 2023. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

Wealth Enhancement Advisory Services held 61,068 shares of Takeda Pharmaceutical worth $1.13M as of Q3 2026.
Wealth Enhancement Advisory Services bought 13,047 Takeda Pharmaceutical shares in Q3 2026, an estimated $231K.
Takeda Pharmaceutical made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2087 holding.
Wealth Enhancement Advisory Services first reported a position in Takeda Pharmaceutical in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Takeda Pharmaceutical position peaked at $2.1M in Q3 2023.
26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.