TAK — TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS

Ownership history in Clean Yield Group  ·  17 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS (TAK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.81% (2023 Q1)
Avg. % of fund
2.22%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 260,804 -5,234 -2.0% 1.13% $4.1M $15.59
2025 Q3 REDUCED 266,038 -8,978 -3.3% 1.10% $3.9M $14.64
2025 Q2 REDUCED 275,016 -11,540 -4.0% 1.27% $4.3M $15.46
2025 Q1 REDUCED 286,556 -73,535 -20.4% 1.39% $4.3M $14.87
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TAK price (monthly, adj. close)

Other funds also holding TAK

As of 2025 Q4 — sorted by position size

MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.82% Legacy Wealth Asset Management, LLC 3Y 0.64% Gold Investment Management Ltd. 0.54% BRANDES INVESTMENT PARTNERS, LP 3Y 7Y 0.46% Carrera Capital Advisors 0.42% Keenan, LLC 0.25% Arjuna Capital 3Y 7Y 0.23% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 0.23% Corient IA LLC 0.22% Larry Mathis Financial Planning, LLC 0.2%
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