TAK β€” TAKEDA PHARMACEUTICAL CO LTD

Ownership history in Abound Wealth Management  Β·  5 quarters on record

AI Ownership Summary

Abound Wealth Management reported TAKEDA PHARMACEUTICAL CO LTD (TAK) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows TAK at 0.00% 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.

What this TAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in TAKEDA PHARMACEUTICAL CO LTD, 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
2025 Q3

TAK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How Abound Wealth Management held TAK β€” position size vs. price
% of Fund (quarterly)    TAK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20 β€” 0% 0.00% $293 2025-10-10 $13.71
2025 Q2 ADDED 20 +4 +25.0% 0.00% $310 2025-07-14 $15.04
2025 Q1 REDUCED 16 -28 -63.6% 0.00% $238 2025-04-17 $14.71
2024 Q4 UNCHANGED 44 β€” 0% 0.00% $583 2025-01-13 $12.70
2024 Q3 INITIATED 44 β€” β€” 0.00% $626 2024-11-04 $13.73

FAQ About Abound Wealth Management and TAK

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

How long has Abound Wealth Management reported owning TAK?

Abound Wealth Management reported TAK across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported TAK position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for TAK was 0.00% in 2024 Q3.

What is the latest reported TAK position on this page?

The most recent filing on this page is 2025 Q3, when Abound Wealth Management reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $293.

What does the chart on this TAK ownership page compare?

The chart compares Abound Wealth Management'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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