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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

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

Highline Wealth Partners's MUFG Position: Q2 2026 in Review

Highline Wealth Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.81% in Q2 2026, selling an estimated $283 and leaving 1,847 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Highline Wealth Partners first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Highline Wealth Partners held 1,847 shares of Mitsubishi UFJ Financial worth $36.7K as of Q2 2026.
  • Highline Wealth Partners sold 15 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $283.
  • Mitsubishi UFJ Financial made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #281 holding.
  • Highline Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.