Envestnet Asset Management’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 | $86.3M | Buy |
5,086,159
+933,090
| +22% | +$16.6M | 0.02% | 583 |
|
|
2025
Q4 | $65.9M | Sell |
4,153,069
-788,761
| -16% | -$12.2M | 0.02% | 622 |
|
|
2025
Q3 | $78.8M | Buy |
4,941,830
+93,051
| +2% | +$1.38M | 0.02% | 581 |
|
|
2025
Q2 | $66.5M | Buy |
4,848,779
+28,680
| +0.6% | +$371K | 0.02% | 657 |
|
|
2025
Q1 | $65.7M | Buy |
4,820,099
+13,167
| +0.3% | +$170K | 0.02% | 607 |
|
|
2024
Q4 | $56.3M | Buy |
4,806,932
+313,851
| +7% | +$3.53M | 0.02% | 652 |
|
|
2024
Q3 | $45.7M | Buy |
4,493,081
+52,571
| +1% | +$555K | 0.01% | 761 |
|
|
2024
Q2 | $48M | Buy |
4,440,510
+135,773
| +3% | +$1.38M | 0.02% | 684 |
|
|
2024
Q1 | $44M | Buy |
4,304,737
+448,509
| +12% | +$4.34M | 0.02% | 713 |
|
|
2023
Q4 | $33.2M | Buy |
3,856,228
+191,953
| +5% | +$1.62M | 0.01% | 785 |
|
|
2023
Q3 | $31.1M | Buy |
3,664,275
+806,728
| +28% | +$6.44M | 0.01% | 760 |
|
|
2023
Q2 | $21.1M | Buy |
2,857,547
+60,513
| +2% | +$403K | 0.01% | 904 |
|
|
2023
Q1 | $17.9M | Buy |
2,797,034
+57,499
| +2% | +$402K | 0.01% | 948 |
|
|
2022
Q4 | $18.3M | Sell |
2,739,535
-201,456
| -7% | -$1.04M | 0.01% | 903 |
|
|
2022
Q3 | $13.2M | Sell |
2,940,991
-1,095,825
| -27% | -$5.7M | 0.01% | 997 |
|
|
2022
Q2 | $21.6M | Buy |
4,036,816
+513,211
| +15% | +$2.96M | 0.01% | 757 |
|
|
2022
Q1 | $21.8M | Buy |
3,523,605
+223,068
| +7% | +$1.39M | 0.01% | 811 |
|
|
2021
Q4 | $18M | Buy |
3,300,537
+915,512
| +38% | +$5.15M | 0.01% | 889 |
|
|
2021
Q3 | $14.1M | Buy |
2,385,025
+189,305
| +9% | +$1.05M | 0.01% | 958 |
|
|
2021
Q2 | $11.9M | Buy |
2,195,720
+154,121
| +8% | +$857K | 0.01% | 1027 |
|
|
2021
Q1 | $11M | Buy |
2,041,599
+275,321
| +16% | +$1.42M | 0.01% | 992 |
|
|
2020
Q4 | $7.83M | Buy |
1,766,278
+9,297
| +0.5% | +$39.5K | 0.01% | 1040 |
|
|
2020
Q3 | $7.04M | Buy |
1,756,981
+164,925
| +10% | +$666K | 0.01% | 971 |
|
|
2020
Q2 | $6.26M | Buy |
1,592,056
+45,513
| +3% | +$180K | 0.01% | 1010 |
|
|
2020
Q1 | $5.66M | Buy |
1,546,543
+53,082
| +4% | +$253K | 0.01% | 928 |
|
|
2019
Q4 | $8.11M | Sell |
1,493,461
-4,408
| -0.3% | -$23.3K | 0.01% | 880 |
|
|
2019
Q3 | $7.61M | Buy |
1,497,869
+158,448
| +12% | +$777K | 0.01% | 874 |
|
|
2019
Q2 | $6.36M | Buy |
1,339,421
+133,072
| +11% | +$639K | 0.01% | 933 |
|
|
2019
Q1 | $5.97M | Buy |
1,206,349
+267,466
| +28% | +$1.39M | 0.01% | 913 |
|
|
2018
Q4 | $4.57M | Buy |
938,883
+921,474
| +5,293% | +$5.22M | 0.01% | 931 |
|
|
2018
Q3 | $108K | Sell |
17,409
-408,427
| -96% | -$2.46M | ﹤0.01% | 1225 |
|
|
2018
Q2 | $2.41M | Sell |
425,836
-32,733
| -7% | -$207K | 0.01% | 754 |
|
|
2018
Q1 | $3.04M | Buy |
458,569
+17,626
| +4% | +$128K | 0.01% | 558 |
|
|
2017
Q4 | $3.21M | Buy |
440,943
+45,402
| +11% | +$309K | 0.01% | 761 |
|
|
2017
Q3 | $2.55M | Buy |
395,541
+14,733
| +4% | +$93.1K | 0.01% | 797 |
|
|
2017
Q2 | $2.57M | Buy |
380,808
+30,600
| +9% | +$195K | 0.01% | 817 |
|
|
2017
Q1 | $2.22M | Buy |
350,208
+28,589
| +9% | +$187K | 0.01% | 897 |
|
|
2016
Q4 | $1.98M | Buy |
321,619
+40,309
| +14% | +$229K | 0.01% | 921 |
|
|
2016
Q3 | $1.42M | Sell |
281,310
-58,331
| -17% | -$294K | 0.01% | 1093 |
|
|
2016
Q2 | $1.5M | Buy |
339,641
+16,480
| +5% | +$77.9K | 0.01% | 1139 |
|
|
2016
Q1 | $1.48M | Sell |
323,161
-1,006,873
| -76% | -$4.91M | 0.01% | 1125 |
|
|
2015
Q4 | $8.27M | Buy |
1,330,034
+18,970
| +1% | +$122K | 0.04% | 407 |
|
|
2015
Q3 | $7.98M | Buy |
1,311,064
+527,624
| +67% | +$3.57M | 0.04% | 396 |
|
|
2015
Q2 | $5.66M | Buy |
783,440
+395,351
| +102% | +$2.82M | 0.03% | 555 |
|
|
2015
Q1 | $2.41M | Buy |
388,089
+369,243
| +1,959% | +$2.19M | 0.01% | 881 |
|
|
2014
Q4 | $104K | Sell |
18,846
-4,308
| -19% | -$24K | ﹤0.01% | 1165 |
|
|
2014
Q3 | $130K | Sell |
23,154
-1,819
| -7% | -$10.6K | ﹤0.01% | 1215 |
|
|
2014
Q2 | $154K | Sell |
24,973
-22,922
| -48% | -$130K | ﹤0.01% | 1087 |
|
|
2014
Q1 | $265K | Buy |
47,895
+20
| +0% | +$119 | ﹤0.01% | 820 |
|
|
2013
Q4 | $320K | Sell |
47,875
-12,835
| -21% | -$82.3K | ﹤0.01% | 718 |
|
|
2013
Q3 | $389K | Buy |
60,710
+15,799
| +35% | +$100K | ﹤0.01% | 666 |
|
|
2013
Q2 | $279K | Buy |
+44,911
| New | +$288K | ﹤0.01% | 727 |
|
Other funds holding MUFG
