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Summit Global Investments’s Takeda Pharmaceutical TAK Stock Holding History

Summit Global Investments’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 		$1.43M Sell
89,173
-27,321
-23% -$452K 0.08% 133
2026
Q1 		$2.16M Buy
116,494
+12,121
+12% +$213K 0.13% 86
2025
Q4 		$1.63M Buy
104,373
+19,171
+23% +$274K 0.1% 111
2025
Q3 		$1.25M Sell
85,202
-96,451
-53% -$1.43M 0.07% 150
2025
Q2 		$2.81M Sell
181,653
-169,086
-48% -$2.5M 0.17% 90
2025
Q1 		$5.21M Sell
350,739
-378,461
-52% -$5.3M 0.38% 44
2024
Q4 		$9.65M Buy
729,200
+313,642
+75% +$4.31M 0.6% 37
2024
Q3 		$5.91M Buy
415,558
+192,143
+86% +$2.73M 0.38% 56
2024
Q2 		$2.89M Sell
223,415
-34,378
-13% -$455K 0.2% 105
2024
Q1 		$3.58M Sell
257,793
-80,622
-24% -$1.17M 0.27% 81
2023
Q4 		$4.83M Buy
338,415
+2,091
+0.6% +$29.7K 0.32% 70
2023
Q3 		$5.2M Buy
336,324
+246,886
+276% +$3.82M 0.35% 59
2023
Q2 		$1.41M Buy
+89,438
New +$1.47M 0.09% 169
2021
Q4 		– Sell
-127,237
Closed -$2.08M – 610
2021
Q3 		$2.08M Buy
127,237
+6,927
+6% +$116K 0.16% 122
2021
Q2 		$2.02M Sell
120,310
-9,115
-7% -$155K 0.12% 135
2021
Q1 		$2.36M Sell
129,425
-72,577
-36% -$1.31M 0.15% 110
2020
Q4 		$3.68M Buy
202,002
+81,680
+68% +$1.43M 0.37% 63
2020
Q3 		$2.15M Buy
120,322
+41,886
+53% +$763K 0.22% 69
2020
Q2 		$1.41M Buy
+78,436
New +$1.41M 0.16% 90

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Global Investments's TAK Position: Q2 2026 in Review

Summit Global Investments reduced its Takeda Pharmaceutical (TAK) stake by 23% in Q2 2026, selling an estimated $452K and leaving 89,173 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #133.

Summit Global Investments first reported a position in TAK in Q2 2020 and has held it in 19 quarters since. The position peaked at $9.65M in Q4 2024. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Summit Global Investments held 89,173 shares of Takeda Pharmaceutical worth $1.43M as of Q2 2026.
  • Summit Global Investments sold 27,321 Takeda Pharmaceutical shares in Q2 2026, an estimated $452K.
  • Takeda Pharmaceutical made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #133 holding.
  • Summit Global Investments first reported a position in Takeda Pharmaceutical in Q2 2020 and has held it in 19 quarters since.
  • Summit Global Investments's Takeda Pharmaceutical position peaked at $9.65M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.