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

IHT 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	$509K	Buy	25,606 +1,814	+8%	+$34.2K	0.01%	822
2026 Q1	$404K	Buy	23,792 +1,746	+8%	+$31.1K	0.01%	904
2025 Q4	$350K	Buy	22,046 +1,305	+6%	+$20.2K	0.01%	906
2025 Q3	$331K	Buy	+20,741	New	+$307K	0.01%	890
2022 Q4	–	Sell	-10,939	Closed	-$49K	–	925
2022 Q3	$49K	Buy	+10,939	New	+$56.9K	﹤0.01%	845

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

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

IHT Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 7.6% in Q2 2026, buying an estimated $34.2K and bringing the position to 25,606 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #822.

IHT Wealth Management first reported a position in MUFG in Q3 2022 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

IHT Wealth Management held 25,606 shares of Mitsubishi UFJ Financial worth $509K as of Q2 2026.
IHT Wealth Management bought 1,814 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $34.2K.
Mitsubishi UFJ Financial made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #822 holding.
IHT Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 5 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.