Principia Wealth Advisory’s Takeda Pharmaceutical TAK Stock Holding History

Principia Wealth Advisory’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	$3.78K	Buy	236 +13	+6%	+$215	﹤0.01%	421
2026 Q1	$4.13K	Buy	223 +75	+51%	+$1.32K	﹤0.01%	340
2025 Q4	$2.31K	Sell	148 -7,131	-98%	-$102K	﹤0.01%	423
2025 Q3	$107K	Buy	7,279 +79	+1%	+$1.17K	0.07%	94
2025 Q2	$111K	Buy	7,200 +56	+0.8%	+$827	0.09%	87
2025 Q1	$102K	Hold	7,144	–	–	0.1%	69
2024 Q4	$94.6K	Buy	+7,144	New	+$98.1K	0.09%	68

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Principia Wealth Advisory's TAK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Takeda Pharmaceutical (TAK) stake by 5.8% in Q2 2026, buying an estimated $215 and bringing the position to 236 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Principia Wealth Advisory first reported a position in TAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q2 2025. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Principia Wealth Advisory held 236 shares of Takeda Pharmaceutical worth $3.78K as of Q2 2026.
Principia Wealth Advisory bought 13 Takeda Pharmaceutical shares in Q2 2026, an estimated $215.
Takeda Pharmaceutical made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #421 holding.
Principia Wealth Advisory first reported a position in Takeda Pharmaceutical in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Takeda Pharmaceutical position peaked at $111K in Q2 2025.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.