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

Aaron 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 		$2.99M Buy
150,101
+10,567
+8% +$199K 0.15% 85
2026
Q1 		$2.37M Buy
139,534
+32,364
+30% +$576K 0.13% 90
2025
Q4 		$1.7M Buy
107,170
+23,832
+29% +$368K 0.09% 151
2025
Q3 		$1.33M Sell
83,338
-16,784
-17% -$248K 0.08% 174
2025
Q2 		$1.37M Buy
100,122
+8,996
+10% +$116K 0.14% 106
2025
Q1 		$1.24M Buy
91,126
+5,565
+7% +$71.7K 0.14% 105
2024
Q4 		$1M Buy
85,561
+7,819
+10% +$87.9K 0.12% 119
2024
Q3 		$791K Buy
77,742
+13,017
+20% +$137K 0.09% 136
2024
Q2 		$699K Buy
64,725
+4,539
+8% +$46K 0.1% 134
2024
Q1 		$616K Buy
60,186
+25,384
+73% +$246K 0.09% 142
2023
Q4 		$300K Buy
34,802
+2,260
+7% +$19.1K 0.05% 191
2023
Q3 		$276K Buy
32,542
+1,700
+6% +$13.6K 0.04% 207
2023
Q2 		$227K Buy
30,842
+12,872
+72% +$85.7K 0.03% 231
2023
Q1 		$115K Hold
17,970
– – 0.02% 247
2022
Q4 		$120K Buy
+17,970
New +$93K 0.02% 238
2022
Q2 		– Sell
-3,999
Closed -$24.8K – 603
2022
Q1 		$24.8K Buy
+3,999
New +$24.8K 0.01% 598

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

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

Aaron Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.6% in Q2 2026, buying an estimated $199K and bringing the position to 150,101 shares worth $2.99M. The position accounts for 0.15% of the portfolio, ranked #85.

Aaron Wealth Advisors first reported a position in MUFG in Q1 2022 and has held it in 16 quarters since. 573 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Aaron Wealth Advisors held 150,101 shares of Mitsubishi UFJ Financial worth $2.99M as of Q2 2026.
  • Aaron Wealth Advisors bought 10,567 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $199K.
  • Mitsubishi UFJ Financial made up 0.15% of Aaron Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Aaron Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2022 and has held it in 16 quarters since.
  • 573 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.