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Physician Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Physician Wealth 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 		$4.23K Buy
264
+84
+47% +$1.39K ﹤0.01% 1173
2026
Q1 		$3.33K Buy
180
+56
+45% +$983 ﹤0.01% 1137
2025
Q4 		$1.93K Sell
124
-28
-18% -$400 ﹤0.01% 1303
2025
Q3 		$2.23K Buy
152
+44
+41% +$653 ﹤0.01% 1174
2025
Q2 		$1.67K Buy
108
+42
+64% +$621 ﹤0.01% 1120
2025
Q1 		$982 Buy
+66
New +$925 ﹤0.01% 1077

Other funds holding TAK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Physician Wealth Advisors's TAK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Takeda Pharmaceutical (TAK) stake by 47% in Q2 2026, buying an estimated $1.39K and bringing the position to 264 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Physician Wealth Advisors first reported a position in TAK in Q1 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Physician Wealth Advisors held 264 shares of Takeda Pharmaceutical worth $4.23K as of Q2 2026.
  • Physician Wealth Advisors bought 84 Takeda Pharmaceutical shares in Q2 2026, an estimated $1.39K.
  • Takeda Pharmaceutical made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1173 holding.
  • Physician Wealth Advisors first reported a position in Takeda Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.