U.S. Capital Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

U.S. Capital 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 Q1	$186K	Buy	+10,029	New	+$176K	﹤0.01%	965
2025 Q4	–	Sell	-12,991	Closed	-$190K	–	1035
2025 Q3	$190K	Buy	12,991 +1,064	+9%	+$15.8K	0.01%	903
2025 Q2	$184K	Buy	+11,927	New	+$176K	0.01%	847

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's TAK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Takeda Pharmaceutical (TAK) in Q1 2026: 10,029 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in TAK as recently as Q3 2025.

U.S. Capital Wealth Advisors first reported a position in TAK in Q2 2025 and has held it in 3 quarters since. The position peaked at $190K in Q3 2025. 361 funds tracked by Wall St. Rank hold TAK as of Q1 2026.

U.S. Capital Wealth Advisors held 10,029 shares of Takeda Pharmaceutical worth $186K as of Q1 2026.
Takeda Pharmaceutical was a new U.S. Capital Wealth Advisors position in Q1 2026.
Takeda Pharmaceutical made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #965 holding.
U.S. Capital Wealth Advisors first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's Takeda Pharmaceutical position peaked at $190K in Q3 2025.
361 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.