Carolinas Wealth Consulting’s Mitsubishi UFJ Financial MUFG Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-751	Closed	-$10.2K	–	609
2025 Q1	$10.2K	Buy	751 +45	+6%	+$580	﹤0.01%	530
2024 Q4	$8.28K	Buy	706 +48	+7%	+$540	﹤0.01%	570
2024 Q3	$6.7K	Hold	658	–	–	﹤0.01%	621
2024 Q2	$7.11K	Sell	658 -4	-0.6%	-$41	﹤0.01%	607
2024 Q1	$6.77K	Hold	662	–	–	﹤0.01%	612
2023 Q4	$5.7K	Hold	662	–	–	﹤0.01%	603
2023 Q3	$5.56K	Sell	662 -175	-21%	-$1.4K	﹤0.01%	594
2023 Q2	$6.17K	Sell	837 -17	-2%	-$113	﹤0.01%	655
2023 Q1	$5.46K	Hold	854	–	–	﹤0.01%	675
2022 Q4	$5.7K	Buy	+854	New	+$4.42K	﹤0.01%	676

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Carolinas Wealth Consulting's MUFG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 751 shares — an estimated $10.2K sold.

Carolinas Wealth Consulting first reported a position in MUFG in Q4 2022 and held it in 10 quarters. The position peaked at $10.2K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 751 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $10.2K.
Carolinas Wealth Consulting first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's Mitsubishi UFJ Financial position peaked at $10.2K in Q1 2025.
486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.