Icon Wealth Advisors
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
Q3 		$233K Sell
10,093
-4,040
-29% -$91.1K 0.01% 376
2026
Q2 		$281K Buy
14,133
+2,830
+25% +$53.3K 0.02% 351
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 $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Aviso Financial
Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return

Icon Wealth Advisors's MUFG Position: Q3 2026 in Review

Icon Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 29% in Q3 2026, selling an estimated $91.1K and leaving 10,093 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #376.

Icon Wealth Advisors first reported a position in MUFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $281K in Q2 2026. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Icon Wealth Advisors held 10,093 shares of Mitsubishi UFJ Financial worth $233K as of Q3 2026.
  • Icon Wealth Advisors sold 4,040 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $91.1K.
  • Mitsubishi UFJ Financial made up 0.01% of Icon Wealth Advisors's portfolio in Q3 2026, its #376 holding.
  • Icon Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 8 quarters since.
  • Icon Wealth Advisors's Mitsubishi UFJ Financial position peaked at $281K in Q2 2026.
  • 504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.