Gradient Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gradient Investments’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	$6M	Buy	301,721 +16,157	+6%	+$304K	0.08%	181
2026 Q1	$4.85M	Buy	+285,564	New	+$5.08M	0.08%	192
2024 Q1	–	Sell	-372	Closed	-$3.2K	–	1612
2023 Q4	$3.2K	Hold	372	–	–	﹤0.01%	1098
2023 Q3	$3.16K	Hold	372	–	–	﹤0.01%	1064
2023 Q2	$2.74K	Buy	+372	New	+$2.48K	﹤0.01%	1092
2013 Q4	–	Sell	-280	Closed	-$2K	–	629
2013 Q3	$2K	Buy	+280	New	+$1.78K	﹤0.01%	415

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Gradient Investments's MUFG Position: Q2 2026 in Review

Gradient Investments increased its Mitsubishi UFJ Financial (MUFG) stake by 5.7% in Q2 2026, buying an estimated $304K and bringing the position to 301,721 shares worth $6M. The position accounts for 0.08% of the portfolio, ranked #181.

Gradient Investments first reported a position in MUFG in Q3 2013 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Gradient Investments held 301,721 shares of Mitsubishi UFJ Financial worth $6M as of Q2 2026.
Gradient Investments bought 16,157 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $304K.
Mitsubishi UFJ Financial made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #181 holding.
Gradient Investments first reported a position in Mitsubishi UFJ Financial in Q3 2013 and has held it in 6 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.