Regal Investment Advisors LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1559789
KENTWOOD, MI
Position in TAK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$682,381
-$73,272 QoQ
Shares Held
42,569
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#122
of 376 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $2,533,135 across 2 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
25,755 | $1,850,754 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
42,569 | $682,381 |
All Filings in TAK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,381 | 42,569 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $755,653 | 40,802 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $447,401 | 28,698 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||