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Wealthspire Advisors (New York)’s Takeda Pharmaceutical TAK Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-13,346
Closed -$208K – 1088
2025
Q4 		$208K Buy
13,346
+9,590
+255% +$137K ﹤0.01% 961
2025
Q3 		$55K Buy
+3,756
New +$55.8K ﹤0.01% 1211

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s TAK Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Takeda Pharmaceutical (TAK) in Q1 2026, closing a stake of 13,346 shares — an estimated $208K sold.

Wealthspire Advisors (New York) first reported a position in TAK in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 360 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Takeda Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13,346 Takeda Pharmaceutical shares in Q1 2026, an estimated $208K.
  • Wealthspire Advisors (New York) first reported a position in Takeda Pharmaceutical in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Takeda Pharmaceutical position peaked at $208K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.