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180 Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

180 Wealth Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Sell
18,181
-1,039
-5% -$19.6K 0.04% 350
2026
Q1 		$326K Sell
19,220
-100
-0.5% -$1.78K 0.04% 349
2025
Q4 		$306K Sell
19,320
-2,654
-12% -$41K 0.03% 359
2025
Q3 		$350K Sell
21,974
-460
-2% -$6.81K 0.04% 332
2025
Q2 		$308K Sell
22,434
-431
-2% -$5.57K 0.04% 333
2025
Q1 		$312K Sell
22,865
-2,906
-11% -$37.4K 0.05% 313
2024
Q4 		$302K Sell
25,771
-787
-3% -$8.85K 0.05% 324
2024
Q3 		$270K Sell
26,558
-733
-3% -$7.74K 0.04% 356
2024
Q2 		$303K Sell
27,291
-90
-0.3% -$913 0.05% 316
2024
Q1 		$280K Buy
27,381
+1,144
+4% +$11.1K 0.05% 308
2023
Q4 		$224K Sell
26,237
-2,622
-9% -$22.1K 0.04% 329
2023
Q3 		$245K Buy
28,859
+3,703
+15% +$29.5K 0.06% 294
2023
Q2 		$188K Buy
25,156
+407
+2% +$2.71K 0.04% 337
2023
Q1 		$158K Sell
24,749
-276
-1% -$1.93K 0.04% 339
2022
Q4 		$186K Sell
25,025
-18,197
-42% -$94.2K 0.04% 339
2022
Q3 		$194K Buy
+43,222
New +$225K 0.05% 322
2019
Q2 		– Sell
-51,668
Closed -$251K – 257
2019
Q1 		$251K Buy
51,668
+4,627
+10% +$24.1K 0.11% 217
2018
Q4 		$291K Hold
47,041
– – 0.14% 185
2018
Q3 		$291K Sell
47,041
-4,201
-8% -$25.3K 0.13% 185
2018
Q2 		$290K Buy
51,242
+24,512
+92% +$155K 0.14% 185
2018
Q1 		$177K Buy
26,730
+8,832
+49% +$64.3K 0.09% 223
2017
Q4 		$130K Buy
+17,898
New +$122K 0.07% 232

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

180 Wealth Advisors's MUFG Position: Q2 2026 in Review

180 Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.4% in Q2 2026, selling an estimated $19.6K and leaving 18,181 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #350.

180 Wealth Advisors first reported a position in MUFG in Q4 2017 and has held it in 22 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • 180 Wealth Advisors held 18,181 shares of Mitsubishi UFJ Financial worth $362K as of Q2 2026.
  • 180 Wealth Advisors sold 1,039 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $19.6K.
  • Mitsubishi UFJ Financial made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • 180 Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 22 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.