HighMark Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

HighMark Wealth Management’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	$5.07K	Sell	255 -113	-31%	-$2.13K	﹤0.01%	390
2026 Q1	$6.25K	Hold	368	–	–	﹤0.01%	353
2025 Q4	$5.84K	Buy	368 +4	+1%	+$62	﹤0.01%	384
2025 Q3	$5.8K	Buy	364 +3	+0.8%	+$44	﹤0.01%	370
2025 Q2	$4.95K	Sell	361 -98	-21%	-$1.27K	﹤0.01%	397
2025 Q1	$6.26K	Hold	459	–	–	﹤0.01%	343
2024 Q4	$5.38K	Buy	459 +2	+0.4%	+$22	﹤0.01%	373
2024 Q3	$4.65K	Buy	457 +168	+58%	+$1.77K	﹤0.01%	411
2024 Q2	$3.12K	Buy	289 +123	+74%	+$1.25K	﹤0.01%	431
2024 Q1	$1.7K	Buy	+166	New	+$1.61K	﹤0.01%	483

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

HighMark Wealth Management's MUFG Position: Q2 2026 in Review

HighMark Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 31% in Q2 2026, selling an estimated $2.13K and leaving 255 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

HighMark Wealth Management first reported a position in MUFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.26K in Q1 2025. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

HighMark Wealth Management held 255 shares of Mitsubishi UFJ Financial worth $5.07K as of Q2 2026.
HighMark Wealth Management sold 113 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.13K.
Mitsubishi UFJ Financial made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #390 holding.
HighMark Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 10 quarters since.
HighMark Wealth Management's Mitsubishi UFJ Financial position peaked at $6.26K in Q1 2025.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.