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
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 $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

Icon Wealth Advisors's MUFG Position: Q2 2026 in Review

Icon Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 25% in Q2 2026, buying an estimated $53.3K and bringing the position to 14,133 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #351.

Icon Wealth Advisors first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Icon Wealth Advisors held 14,133 shares of Mitsubishi UFJ Financial worth $281K as of Q2 2026.
  • Icon Wealth Advisors bought 2,830 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $53.3K.
  • Mitsubishi UFJ Financial made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • Icon Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.