Position in TAK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,654,647
-$759,872 QoQ
Shares Held
227,988
-4.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#51
of 376 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Clean Yield Group holds $3,875,804 across 8 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
227,988 | $3,654,647 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
300 | $162,549 | |
| 3 | ZTS |
Zoetis Inc.
|
650 | $46,709 | |
| 4 | HLN |
Haleon plc
|
1,000 | $9,330 | |
| 5 | VTRS |
Viatris Inc
|
69 | $1,095 | |
| 6 | TRLV |
Trulieve Cannabis Corp.
|
100 | $983 | |
| 7 | IRWD |
Ironwood Pharmaceuticals Inc
|
85 | $357 | |
| 8 | TLRY |
Tilray Brands, Inc.
|
30 | $134 |
All Filings in TAK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,647 | 227,988 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,414,519 | 238,365 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,065,934 | 260,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,894,796 | 266,038 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,251,747 | 275,016 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,261,087 | 286,556 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,767,604 | 360,091 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,776,562 | 406,228 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,760,111 | 445,140 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,687,368 | 481,452 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $7,285,148 | 510,522 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,247,938 | 533,157 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,546,899 | 544,042 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,937,796 | 542,342 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $8,281,759 | 530,882 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,577,450 | 507,128 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,863,243 | 488,835 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,597,470 | 251,220 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||