Carson Wealth (CWM LLC)’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $724K | Buy |
42,639
+8,615
| +25% | +$153K | ﹤0.01% | 1763 |
|
|
2025
Q4 | $540K | Buy |
34,024
+30,520
| +871% | +$472K | ﹤0.01% | 1873 |
|
|
2025
Q3 | $56K | Buy |
3,504
+2,291
| +189% | +$33.9K | ﹤0.01% | 3440 |
|
|
2025
Q2 | $17K | Buy |
1,213
+39
| +3% | +$504 | ﹤0.01% | 4008 |
|
|
2025
Q1 | $16K | Sell |
1,174
-224
| -16% | -$2.88K | ﹤0.01% | 3835 |
|
|
2024
Q4 | $16K | Buy |
1,398
+65
| +5% | +$731 | ﹤0.01% | 3592 |
|
|
2024
Q3 | $14K | Sell |
1,333
-56
| -4% | -$591 | ﹤0.01% | 3591 |
|
|
2024
Q2 | $15K | Buy |
1,389
+482
| +53% | +$4.89K | ﹤0.01% | 3304 |
|
|
2024
Q1 | $9K | Buy |
907
+284
| +46% | +$2.75K | ﹤0.01% | 3410 |
|
|
2023
Q4 | $5K | Hold |
623
| – | – | ﹤0.01% | 3526 |
|
|
2023
Q3 | $5K | Sell |
623
-491
| -44% | -$3.92K | ﹤0.01% | 3474 |
|
|
2023
Q2 | $8K | Hold |
1,114
| – | – | ﹤0.01% | 3216 |
|
|
2023
Q1 | $7K | Sell |
1,114
-1,118
| -50% | -$7.82K | ﹤0.01% | 3148 |
|
|
2022
Q4 | $15K | Buy |
2,232
+1,609
| +258% | +$8.33K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $3K | Sell |
623
-1,620
| -72% | -$8.43K | ﹤0.01% | 3331 |
|
|
2022
Q2 | $12K | Buy |
2,243
+950
| +73% | +$5.47K | ﹤0.01% | 2469 |
|
|
2022
Q1 | $8K | Buy |
1,293
+272
| +27% | +$1.69K | ﹤0.01% | 2628 |
|
|
2021
Q4 | $6K | Buy |
+1,021
| New | +$5.75K | ﹤0.01% | 2648 |
|
|
2021
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2454 |
|
|
2021
Q1 | $4K | Hold |
670
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q4 | $4K | Hold |
670
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q3 | $4K | Hold |
670
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q1 | $4K | Hold |
670
| – | – | ﹤0.01% | 2453 |
|
|
2019
Q4 | $4K | Hold |
670
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q3 | $4K | Hold |
670
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q1 | $4K | Buy |
670
+582
| +661% | +$3.03K | ﹤0.01% | 2450 |
|
|
2018
Q4 | $0 | Sell |
88
-155
| -64% | -$877 | ﹤0.01% | 2197 |
|
|
2018
Q3 | $2K | Buy |
+243
| New | +$1.47K | ﹤0.01% | 1539 |
|
|
2018
Q1 | – | Sell |
-905
| Closed | -$7K | – | 1496 |
|
|
2017
Q4 | $7K | Sell |
905
-278
| -23% | -$1.9K | ﹤0.01% | 986 |
|
|
2017
Q3 | $8K | Buy |
+1,183
| New | +$7.47K | ﹤0.01% | 951 |
|
Other funds holding MUFG
Carson Wealth (CWM LLC)'s MUFG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Mitsubishi UFJ Financial (MUFG) stake by 25% in Q1 2026, buying an estimated $153K and bringing the position to 42,639 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.
Carson Wealth (CWM LLC) first reported a position in MUFG in Q3 2017 and has held it in 32 quarters since. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.
- Carson Wealth (CWM LLC) held 42,639 shares of Mitsubishi UFJ Financial worth $724K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 8,615 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $153K.
- Mitsubishi UFJ Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1763 holding.
- Carson Wealth (CWM LLC) first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 32 quarters since.
- 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.