Summit Securities Group
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Summit Securities Group’s Takeda Pharmaceutical TAK Stock Holding History

Summit Securities Group’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
Q3 		$129K Buy
+7,100
New +$126K 0.01% 401
2025
Q4 		– Sell
-11
Closed -$161 – 1246
2025
Q3 		$161 Buy
+11
New +$163 ﹤0.01% 973
2025
Q2 		– Sell
-74
Closed -$1.1K – 1423
2025
Q1 		$1.1K Buy
+74
New +$1.04K ﹤0.01% 697
2023
Q4 		– Sell
-5
Closed – – 902
2023
Q3 		$0 Sell
5
-895
-99% -$13.9K ﹤0.01% 997
2023
Q2 		$14K Hold
900
– – ﹤0.01% 728
2023
Q1 		$15K Sell
900
-3,325
-79% -$53K ﹤0.01% 663
2022
Q4 		$66K Buy
4,225
+1,625
+63% +$22.7K ﹤0.01% 662
2022
Q3 		$34K Sell
2,600
-100
-4% -$1.39K ﹤0.01% 664
2022
Q2 		$38K Sell
2,700
-1,500
-36% -$21.4K ﹤0.01% 624
2022
Q1 		$60K Sell
4,200
-10,400
-71% -$153K 0.01% 579
2021
Q4 		$199K Sell
14,600
-9,500
-39% -$133K 0.01% 599
2021
Q3 		$395K Sell
24,100
-30,500
-56% -$512K 0.03% 456
2021
Q2 		$919K Sell
54,600
-19,477
-26% -$332K 0.08% 265
2021
Q1 		$1.35M Buy
+74,077
New +$1.33M 0.15% 156
2020
Q4 		– Sell
-15,086
Closed -$265K – 610
2020
Q3 		$269K Buy
+15,086
New +$275K 0.03% 293
2020
Q2 		– Sell
-254,651
Closed -$4.57M – 474
2020
Q1 		$3.87M Buy
+254,651
New +$4.62M 0.68% 39
2019
Q3 		– Sell
-22,802
Closed -$394K – 404
2019
Q2 		$404K Buy
+22,802
New +$415K 0.05% 231

Other funds holding TAK

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Clean Yield Group
Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Summit Securities Group's TAK Position: Q3 2026 in Review

Summit Securities Group opened a new position in Takeda Pharmaceutical (TAK) in Q3 2026: 7,100 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TAK as recently as Q3 2025.

Summit Securities Group first reported a position in TAK in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.87M in Q1 2020. 181 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Summit Securities Group held 7,100 shares of Takeda Pharmaceutical worth $129K as of Q3 2026.
  • Takeda Pharmaceutical was a new Summit Securities Group position in Q3 2026.
  • Takeda Pharmaceutical made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #401 holding.
  • Summit Securities Group first reported a position in Takeda Pharmaceutical in Q2 2019 and has held it in 17 quarters since.
  • Summit Securities Group's Takeda Pharmaceutical position peaked at $3.87M in Q1 2020.
  • 181 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.