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
2022 Q1	–	Sell	-6,100	Closed	-$83K	–	1347
2021 Q4	$83K	Buy	+6,100	New	+$85.6K	﹤0.01%	707
2021 Q3	–	Sell	-400	Closed	-$673K	–	882
2021 Q2	$673K	Sell	400 -250	-38%	-$4.26K	0.06%	321
2021 Q1	$1.19M	Sell	650 -3,699	-85%	-$66.6K	0.13%	173
2020 Q4	$7.92M	Sell	4,349 -395	-8%	-$6.93K	0.67%	28
2020 Q3	$8.46M	Buy	4,744 +8	+0.2%	+$146	0.89%	25
2020 Q2	$8.49M	Sell	4,736 -520	-10%	-$9.34K	1.06%	18
2020 Q1	$7.98M	Hold	5,256	–	–	1.4%	20
2019 Q4	$10.4M	Hold	5,256	–	–	0.78%	31
2019 Q3	$9.04M	Sell	5,256 -794	-13%	-$13.7K	0.8%	20
2019 Q2	$10.7M	Buy	+6,050	New	+$110K	1.24%	18

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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.