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Bayforest Capital’s Takeda Pharmaceutical TAK Stock Holding History

Bayforest Capital’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 		$82.3K Buy
4,526
+73
+2% +$1.29K 0.12% 341
2026
Q2 		$71.4K Sell
4,453
-5,838
-57% -$96.6K 0.07% 525
2026
Q1 		$191K Sell
10,291
-4,699
-31% -$82.5K 0.21% 138
2025
Q4 		$234K Sell
14,990
-4,764
-24% -$68.1K 0.17% 231
2025
Q3 		$289K Buy
19,754
+3,749
+23% +$55.7K 0.14% 302
2025
Q2 		$247K Buy
+16,005
New +$236K 0.11% 334

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bayforest Capital's TAK Position: Q3 2026 in Review

Bayforest Capital increased its Takeda Pharmaceutical (TAK) stake by 1.6% in Q3 2026, buying an estimated $1.29K and bringing the position to 4,526 shares worth $82.3K. The position accounts for 0.12% of the portfolio, ranked #341.

Bayforest Capital first reported a position in TAK in Q2 2025 and has held it in 6 quarters since. The position peaked at $289K in Q3 2025. 213 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Bayforest Capital held 4,526 shares of Takeda Pharmaceutical worth $82.3K as of Q3 2026.
  • Bayforest Capital bought 73 Takeda Pharmaceutical shares in Q3 2026, an estimated $1.29K.
  • Takeda Pharmaceutical made up 0.12% of Bayforest Capital's portfolio in Q3 2026, its #341 holding.
  • Bayforest Capital first reported a position in Takeda Pharmaceutical in Q2 2025 and has held it in 6 quarters since.
  • Bayforest Capital's Takeda Pharmaceutical position peaked at $289K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.