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Asset Dedication LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Asset Dedication LLC’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 		$24K Hold
1,205
– – ﹤0.01% 625
2026
Q1 		$20.4K Hold
1,205
– – ﹤0.01% 636
2025
Q4 		$19.1K Hold
1,205
– – ﹤0.01% 672
2025
Q3 		$19.2K Hold
1,205
– – ﹤0.01% 689
2025
Q2 		$16.5K Hold
1,205
– – ﹤0.01% 735
2025
Q1 		$16.4K Hold
1,205
– – ﹤0.01% 684
2024
Q4 		$14.1K Hold
1,205
– – ﹤0.01% 713
2024
Q3 		$12.3K Buy
+1,205
New +$12.7K ﹤0.01% 779
2018
Q3 		– Sell
-9
Closed – – 719
2018
Q2 		$0 Buy
+9
New +$57 ﹤0.01% 697

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

Asset Dedication LLC's MUFG Position: Q2 2026 in Review

Asset Dedication LLC held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 1,205 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Asset Dedication LLC first reported a position in MUFG in Q2 2018 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Asset Dedication LLC held 1,205 shares of Mitsubishi UFJ Financial worth $24K as of Q2 2026.
  • Asset Dedication LLC left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #625 holding.
  • Asset Dedication LLC first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 9 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.