Colonial Trust Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Colonial Trust 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 Q1	$6.52K	Hold	352	–	–	﹤0.01%	581
2025 Q4	$5.49K	Hold	352	–	–	﹤0.01%	572
2025 Q3	$5.15K	Hold	352	–	–	﹤0.01%	570
2025 Q2	$5.44K	Hold	352	–	–	﹤0.01%	582
2025 Q1	$5.23K	Hold	352	–	–	﹤0.01%	567
2024 Q4	$4.66K	Hold	352	–	–	﹤0.01%	571
2024 Q3	$5K	Hold	352	–	–	﹤0.01%	622
2024 Q2	$4.55K	Hold	352	–	–	﹤0.01%	618
2024 Q1	$4.89K	Hold	352	–	–	﹤0.01%	698
2023 Q4	$5.02K	Sell	352 -1	-0.3%	-$14	﹤0.01%	606
2023 Q3	$5.46K	Hold	353	–	–	﹤0.01%	597
2023 Q2	$5.55K	Hold	353	–	–	﹤0.01%	611
2023 Q1	$5.82K	Hold	353	–	–	﹤0.01%	595
2022 Q4	$5.51K	Buy	+353	New	+$4.93K	﹤0.01%	599

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colonial Trust Advisors's TAK Position: Q1 2026 in Review

Colonial Trust Advisors held its Takeda Pharmaceutical (TAK) position steady in Q1 2026 at 352 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Colonial Trust Advisors first reported a position in TAK in Q4 2022 and has held it in 14 quarters since. 358 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

Colonial Trust Advisors held 352 shares of Takeda Pharmaceutical worth $6.52K as of Q1 2026.
Colonial Trust Advisors left its Takeda Pharmaceutical share count unchanged in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #581 holding.
Colonial Trust Advisors first reported a position in Takeda Pharmaceutical in Q4 2022 and has held it in 14 quarters since.
358 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.