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Whipplewood Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Whipplewood Advisors’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 		$6.14K Sell
383
-901
-70% -$14.9K ﹤0.01% 296
2026
Q1 		$23.8K Buy
1,284
+1,224
+2,040% +$21.5K 0.01% 367
2025
Q4 		$935 Buy
+60
New +$858 ﹤0.01% 418
2025
Q3 		– Sell
-1,551
Closed -$24K – 1053
2025
Q2 		$24K Buy
1,551
+1,532
+8,063% +$22.6K 0.01% 428
2025
Q1 		$23.1K Sell
19
-1,778
-99% -$24.9K 0.01% 430
2024
Q4 		$23.8K Buy
+1,797
New +$24.7K 0.01% 419

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Whipplewood Advisors's TAK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Takeda Pharmaceutical (TAK) stake by 70% in Q2 2026, selling an estimated $14.9K and leaving 383 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Whipplewood Advisors first reported a position in TAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $24K in Q2 2025. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Whipplewood Advisors held 383 shares of Takeda Pharmaceutical worth $6.14K as of Q2 2026.
  • Whipplewood Advisors sold 901 Takeda Pharmaceutical shares in Q2 2026, an estimated $14.9K.
  • Takeda Pharmaceutical made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #296 holding.
  • Whipplewood Advisors first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Takeda Pharmaceutical position peaked at $24K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.