BOLTON SECURITIES CORPORATION’s Takeda Pharmaceutical TAK Stock Holding History

BOLTON SECURITIES CORPORATION’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	$69.3K	Sell	3,810 -285	-7%	-$5.05K	﹤0.01%	1234
2026 Q2	$65.6K	Buy	4,095 +1,415	+53%	+$23.4K	﹤0.01%	1238
2026 Q1	$49.6K	Buy	+2,680	New	+$47K	﹤0.01%	1225
2025 Q3	$14.8K	Buy	+1,010	New	+$15K	﹤0.01%	1461
2025 Q1	$952K	Buy	+64,000	New	+$897K	0.06%	349

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TAK Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Takeda Pharmaceutical (TAK) stake by 7% in Q3 2026, selling an estimated $5.05K and leaving 3,810 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

BOLTON SECURITIES CORPORATION first reported a position in TAK in Q1 2025 and has held it in 5 quarters since. The position peaked at $952K in Q1 2025. 270 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,810 shares of Takeda Pharmaceutical worth $69.3K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 285 Takeda Pharmaceutical shares in Q3 2026, an estimated $5.05K.
Takeda Pharmaceutical made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1234 holding.
BOLTON SECURITIES CORPORATION first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Takeda Pharmaceutical position peaked at $952K in Q1 2025.
270 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.