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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
2021
Q3 		– Sell
-350
Closed -$589K – 881
2021
Q2 		$589K Hold
350
– – 0.05% 345
2021
Q1 		$639K Sell
350
-2,041
-85% -$36.7K 0.07% 274
2020
Q4 		$4.35M Sell
2,391
-2,690
-53% -$47.2K 0.37% 71
2020
Q3 		$9.06M Sell
5,081
-48
-0.9% -$874 0.95% 23
2020
Q2 		$9.2M Sell
5,129
-133
-3% -$2.39K 1.14% 15
2020
Q1 		$7.99M Buy
5,262
+6
+0.1% +$109 1.4% 19
2019
Q4 		$10.4M Hold
5,256
– – 0.78% 30
2019
Q3 		$9.04M Sell
5,256
-794
-13% -$13.7K 0.8% 19
2019
Q2 		$10.7M Buy
+6,050
New +$110K 1.24% 17

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Securities Group's TAK Position: Q4 2025 in Review

Summit Securities Group sold out of Takeda Pharmaceutical (TAK) in Q4 2025, closing a stake of 11 shares — an estimated $161 sold.

Summit Securities Group first reported a position in TAK in Q2 2019 and held it in 16 quarters. The position peaked at $3.87M in Q1 2020. 348 funds tracked by Wall St. Rank hold TAK as of Q4 2025.

  • Summit Securities Group reported no remaining Takeda Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 11 Takeda Pharmaceutical shares in Q4 2025, an estimated $161.
  • Summit Securities Group first reported a position in Takeda Pharmaceutical in Q2 2019 and held it in 16 quarters.
  • Summit Securities Group's Takeda Pharmaceutical position peaked at $3.87M in Q1 2020.
  • 348 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.