TAK — TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

Ownership history in Aaron Wealth Advisors LLC  ·  16 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS (TAK) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows TAK at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TAK was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TAK stock page Aaron Wealth Advisors LLC fund profile Aaron Wealth Advisors LLC full holdings
How Aaron Wealth Advisors LLC held TAK — position size vs. price
% of Fund (quarterly)    TAK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 43,791 +13,529 +44.7% 0.05% $811K 2026-04-21 $17.06
2025 Q4 REDUCED 30,262 -375 -1.2% 0.03% $472K 2026-01-21 $16.08
2025 Q3 REDUCED 30,637 -630 -2.0% 0.03% $449K 2025-10-03 $14.60
2025 Q2 ADDED 31,267 +6,868 +28.1% 0.05% $483K 2025-07-09 $15.13
2025 Q1 REDUCED 24,399 -601 -2.4% 0.04% $363K 2025-04-28 $15.16
2024 Q4 ADDED 25,000 +1,670 +7.2% 0.04% $331K 2025-01-15 $12.80
2024 Q3 ADDED 23,330 +3,162 +15.7% 0.04% $332K 2024-10-17 $13.94
2024 Q2 REDUCED 20,168 -938 -4.4% 0.04% $261K 2024-07-22 $12.91
2024 Q1 ADDED 21,106 +2,703 +14.7% 0.04% $293K 2024-04-25 $12.49
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TAK

As of 2026 Q1 — sorted by position size

Clean Yield Group 3Y 7Y 1.24% Legacy Wealth Asset Management, LLC 3Y 0.75% Gold Investment Management Ltd. 0.64% Keenan, LLC 0.27% Larry Mathis Financial Planning, LLC 0.24% Bayforest Capital Ltd 0.21% REXFORD CAPITAL INC 0.11% SmartHarvest Portfolios, LLC 0.11% Naviter Wealth, LLC 3Y 0.1% Five Oceans Advisors 3Y 0.08%

FAQ About Aaron Wealth Advisors LLC and TAK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning TAK?

Aaron Wealth Advisors LLC reported TAK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TAK position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for TAK was 0.05% in 2025 Q2.

What is the latest reported TAK position on this page?

The most recent filing on this page is 2026 Q1, when Aaron Wealth Advisors LLC reported 43,791 shares, equal to 0.05% of portfolio, with an estimated market value of $811K.

What does the chart on this TAK ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly TAK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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