Regal Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Regal Investment 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	$682K	Buy	42,569 +1,767	+4%	+$29.2K	0.04%	397
2026 Q1	$756K	Buy	40,802 +12,104	+42%	+$212K	0.04%	353
2025 Q4	$447K	Buy	+28,698	New	+$410K	0.03%	444
2020 Q1	–	Sell	-10,683	Closed	-$211K	–	276
2019 Q4	$211K	Buy	10,683 +108	+1%	+$2.07K	0.04%	310
2019 Q3	$182K	Sell	10,575 -99	-0.9%	-$1.71K	0.04%	299
2019 Q2	$189K	Buy	+10,674	New	+$194K	0.04%	300

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

Regal Investment Advisors's TAK Position: Q2 2026 in Review

Regal Investment Advisors increased its Takeda Pharmaceutical (TAK) stake by 4.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 42,569 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #397.

Regal Investment Advisors first reported a position in TAK in Q2 2019 and has held it in 6 quarters since. The position peaked at $756K in Q1 2026. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

Regal Investment Advisors held 42,569 shares of Takeda Pharmaceutical worth $682K as of Q2 2026.
Regal Investment Advisors bought 1,767 Takeda Pharmaceutical shares in Q2 2026, an estimated $29.2K.
Takeda Pharmaceutical made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #397 holding.
Regal Investment Advisors first reported a position in Takeda Pharmaceutical in Q2 2019 and has held it in 6 quarters since.
Regal Investment Advisors's Takeda Pharmaceutical position peaked at $756K in Q1 2026.
376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.