Envestnet Portfolio Solutions
MUFG icon

Envestnet Portfolio Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$414K Sell
24,398
-23,350
-49% -$416K ﹤0.01% 978
2025
Q4 		$757K Buy
47,748
+1,036
+2% +$16K ﹤0.01% 878
2025
Q3 		$745K Sell
46,712
-9,515
-17% -$141K ﹤0.01% 854
2025
Q2 		$771K Sell
56,227
-4,913
-8% -$63.5K ﹤0.01% 900
2025
Q1 		$833K Sell
61,140
-38,533
-39% -$496K ﹤0.01% 854
2024
Q4 		$1.17M Buy
99,673
+16,553
+20% +$186K ﹤0.01% 857
2024
Q3 		$846K Sell
83,120
-8,736
-10% -$92.2K ﹤0.01% 962
2024
Q2 		$992K Sell
91,856
-713
-0.8% -$7.23K ﹤0.01% 860
2024
Q1 		$947K Buy
92,569
+2,123
+2% +$20.5K ﹤0.01% 854
2023
Q4 		$779K Buy
90,446
+5,436
+6% +$45.9K ﹤0.01% 872
2023
Q3 		$722K Buy
+85,010
New +$678K ﹤0.01% 843

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return