Horizon Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Horizon 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	$99.2K	Sell	4,987 -7,817	-61%	-$147K	﹤0.01%	1113
2026 Q1	$217K	Buy	12,804 +7,613	+147%	+$135K	﹤0.01%	966
2025 Q4	$82.3K	Buy	5,191 +1,616	+45%	+$25K	﹤0.01%	1089
2025 Q3	$57K	Buy	3,575 +734	+26%	+$10.9K	﹤0.01%	989
2025 Q2	$39K	Buy	2,841 +429	+18%	+$5.55K	﹤0.01%	976
2025 Q1	$32.9K	Buy	2,412 +721	+43%	+$9.29K	﹤0.01%	658
2024 Q4	$19.8K	Buy	+1,691	New	+$19K	﹤0.01%	665
2018 Q4	–	Sell	-180,389	Closed	-$1.12M	–	270
2018 Q3	$1.12M	Buy	180,389 +70,954	+65%	+$428K	0.04%	136
2018 Q2	$618K	Buy	+109,435	New	+$693K	0.03%	183
2018 Q1	–	Sell	-77,909	Closed	-$499K	–	223
2017 Q4	$499K	Buy	+77,909	New	+$531K	0.03%	145

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

Horizon Investments's MUFG Position: Q2 2026 in Review

Horizon Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 61% in Q2 2026, selling an estimated $147K and leaving 4,987 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Horizon Investments first reported a position in MUFG in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2018. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Horizon Investments held 4,987 shares of Mitsubishi UFJ Financial worth $99.2K as of Q2 2026.
Horizon Investments sold 7,817 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $147K.
Mitsubishi UFJ Financial made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1113 holding.
Horizon Investments first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 10 quarters since.
Horizon Investments's Mitsubishi UFJ Financial position peaked at $1.12M in Q3 2018.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.