HWP
MUFG icon

Highline Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Highline Wealth Partners’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 		$36.7K Sell
1,847
-15
-0.8% -$283 0.01% 281
2026
Q1 		$31.6K Sell
1,862
-11
-0.6% -$196 0.01% 228
2025
Q4 		$29.7K Buy
1,873
+107
+6% +$1.65K 0.01% 193
2025
Q3 		$28.1K Buy
1,766
+433
+32% +$6.41K 0.01% 220
2025
Q2 		$18.3K Buy
1,333
+44
+3% +$569 0.01% 237
2025
Q1 		$17.6K Buy
1,289
+609
+90% +$7.84K 0.01% 222
2024
Q4 		$7.97K Buy
680
+86
+14% +$967 ﹤0.01% 273
2024
Q3 		$6.05K Buy
594
+103
+21% +$1.09K ﹤0.01% 315
2024
Q2 		$5.3K Buy
+491
New +$4.98K ﹤0.01% 283

Other funds holding MUFG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return