IWA
MUFG icon

Icon Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Icon Wealth Advisors’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
Q1 		$197K Sell
11,303
-6,349
-36% -$113K 0.01% 379
2025
Q4 		$278K Buy
17,652
+3,637
+26% +$56.2K 0.02% 332
2025
Q3 		$223K Buy
14,015
+159
+1% +$2.35K 0.02% 354
2025
Q2 		$190K Sell
13,856
-383
-3% -$4.95K 0.01% 382
2025
Q1 		$194K Buy
14,239
+1,640
+13% +$21.1K 0.02% 358
2024
Q4 		$148K Buy
+12,599
New +$142K 0.01% 431

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Icon Wealth Advisors's MUFG Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 36% in Q1 2026, selling an estimated $113K and leaving 11,303 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #379.

Icon Wealth Advisors first reported a position in MUFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Icon Wealth Advisors held 11,303 shares of Mitsubishi UFJ Financial worth $197K as of Q1 2026.
  • Icon Wealth Advisors sold 6,349 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $113K.
  • Mitsubishi UFJ Financial made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #379 holding.
  • Icon Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 6 quarters since.
  • Icon Wealth Advisors's Mitsubishi UFJ Financial position peaked at $278K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.