Clean Yield Group
TAK icon

Clean Yield Group’s Takeda Pharmaceutical TAK Stock Holding History

Clean Yield 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 		$4.24M Buy
233,245
+5,257
+2% +$93.1K 1.03% 34
2026
Q2 		$3.65M Sell
227,988
-10,377
-4% -$172K 0.91% 43
2026
Q1 		$4.41M Sell
238,365
-22,439
-9% -$394K 1.24% 28
2025
Q4 		$4.07M Sell
260,804
-5,234
-2% -$74.8K 1.13% 33
2025
Q3 		$3.89M Sell
266,038
-8,978
-3% -$133K 1.1% 35
2025
Q2 		$4.25M Sell
275,016
-11,540
-4% -$171K 1.27% 28
2025
Q1 		$4.26M Sell
286,556
-73,535
-20% -$1.03M 1.39% 22
2024
Q4 		$4.77M Sell
360,091
-46,137
-11% -$634K 1.52% 17
2024
Q3 		$5.78M Sell
406,228
-38,912
-9% -$552K 1.83% 14
2024
Q2 		$5.76M Sell
445,140
-36,312
-8% -$481K 2.15% 11
2024
Q1 		$6.69M Sell
481,452
-29,070
-6% -$423K 2.6% 8
2023
Q4 		$7.29M Sell
510,522
-22,635
-4% -$321K 3.07% 4
2023
Q3 		$8.17M Sell
533,157
-10,885
-2% -$169K 3.62% 3
2023
Q2 		$8.55M Buy
544,042
+1,700
+0.3% +$27.9K 3.52% 3
2023
Q1 		$8.94M Buy
542,342
+11,460
+2% +$183K 3.81% 3
2022
Q4 		$8.28M Buy
530,882
+23,754
+5% +$332K 3.56% 3
2022
Q3 		$6.58M Buy
507,128
+18,293
+4% +$254K 3.05% 4
2022
Q2 		$6.86M Buy
488,835
+237,615
+95% +$3.39M 2.84% 6
2022
Q1 		$3.6M Buy
+251,220
New +$3.69M 1.27% 28
2019
Q2 		– Sell
-372
Closed -$8K – 359
2019
Q1 		$8K Buy
+372
New +$7.49K ﹤0.01% 271

Other funds holding TAK

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Clean Yield Group's TAK Position: Q3 2026 in Review

Clean Yield Group increased its Takeda Pharmaceutical (TAK) stake by 2.3% in Q3 2026, buying an estimated $93.1K and bringing the position to 233,245 shares worth $4.24M. The position accounts for 1.03% of the portfolio, ranked #34.

Clean Yield Group first reported a position in TAK in Q1 2019 and has held it in 20 quarters since. The position peaked at $8.94M in Q1 2023. 124 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Clean Yield Group held 233,245 shares of Takeda Pharmaceutical worth $4.24M as of Q3 2026.
  • Clean Yield Group bought 5,257 Takeda Pharmaceutical shares in Q3 2026, an estimated $93.1K.
  • Takeda Pharmaceutical made up 1.03% of Clean Yield Group's portfolio in Q3 2026, its #34 holding.
  • Clean Yield Group first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 20 quarters since.
  • Clean Yield Group's Takeda Pharmaceutical position peaked at $8.94M in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.