SAM
TAK icon

Synergy Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-367
Closed -$5.22K – 753
2024
Q4 		$5.22K Buy
+367
New +$5.04K ﹤0.01% 565

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Synergy Asset Management's TAK Position: Q1 2025 in Review

Synergy Asset Management sold out of Takeda Pharmaceutical (TAK) in Q1 2025, closing a stake of 367 shares — an estimated $5.22K sold.

Synergy Asset Management first reported a position in TAK in Q4 2024 and held it in 1 quarter. The position peaked at $5.22K in Q4 2024. 307 funds tracked by Wall St. Rank hold TAK as of Q1 2025.

  • Synergy Asset Management reported no remaining Takeda Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 367 Takeda Pharmaceutical shares in Q1 2025, an estimated $5.22K.
  • Synergy Asset Management first reported a position in Takeda Pharmaceutical in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Takeda Pharmaceutical position peaked at $5.22K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.