MWM
MUFG icon

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

Moran 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 		$7.63M Sell
383,724
-144,380
-27% -$2.72M 0.21% 160
2026
Q1 		$8.96M Buy
528,104
+41,636
+9% +$741K 0.27% 125
2025
Q4 		$7.72M Buy
486,468
+132,841
+38% +$2.05M 0.24% 134
2025
Q3 		$5.64M Buy
353,627
+7,963
+2% +$118K 0.17% 160
2025
Q2 		$4.74M Buy
345,664
+5,224
+2% +$67.5K 0.15% 188
2025
Q1 		$4.64M Sell
340,440
-22,108
-6% -$285K 0.16% 187
2024
Q4 		$4.25M Sell
362,548
-7,432
-2% -$83.6K 0.14% 184
2024
Q3 		$3.77M Sell
369,980
-1,744
-0.5% -$18.4K 0.12% 206
2024
Q2 		$4.01M Buy
371,724
+11,086
+3% +$112K 0.13% 187
2024
Q1 		$3.69M Sell
360,638
-228,180
-39% -$2.21M 0.12% 199
2023
Q4 		$5.07M Buy
+588,818
New +$4.97M 0.18% 161

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

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

Moran Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q2 2026, selling an estimated $2.72M and leaving 383,724 shares worth $7.63M. The position accounts for 0.21% of the portfolio, ranked #160.

Moran Wealth Management first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.96M in Q1 2026. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Moran Wealth Management held 383,724 shares of Mitsubishi UFJ Financial worth $7.63M as of Q2 2026.
  • Moran Wealth Management sold 144,380 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.72M.
  • Mitsubishi UFJ Financial made up 0.21% of Moran Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Moran Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Mitsubishi UFJ Financial position peaked at $8.96M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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