Envestnet Portfolio Solutions
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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
Q2 		$537K Buy
27,007
+2,609
+11% +$49.1K ﹤0.01% 960
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 $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

Envestnet Portfolio Solutions's MUFG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q2 2026, buying an estimated $49.1K and bringing the position to 27,007 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Envestnet Portfolio Solutions first reported a position in MUFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2024. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Envestnet Portfolio Solutions held 27,007 shares of Mitsubishi UFJ Financial worth $537K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,609 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $49.1K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #960 holding.
  • Envestnet Portfolio Solutions first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Mitsubishi UFJ Financial position peaked at $1.17M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.