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ORG Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

ORG Wealth Partners’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 		$20K Hold
1,004
– – ﹤0.01% 442
2026
Q1 		$17K Buy
1,004
+501
+100% +$8.92K ﹤0.01% 435
2025
Q4 		$7.98K Buy
503
+28
+6% +$433 ﹤0.01% 485
2025
Q3 		$7.57K Buy
475
+34
+8% +$503 ﹤0.01% 490
2025
Q2 		$6.05K Hold
441
– – ﹤0.01% 531
2025
Q1 		$5.87K Sell
441
-43
-9% -$554 ﹤0.01% 594
2024
Q4 		$5.67K Hold
484
– – ﹤0.01% 409
2024
Q3 		$4.93K Buy
+484
New +$5.11K ﹤0.01% 400

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

ORG Wealth Partners's MUFG Position: Q2 2026 in Review

ORG Wealth Partners held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 1,004 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

ORG Wealth Partners first reported a position in MUFG in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • ORG Wealth Partners held 1,004 shares of Mitsubishi UFJ Financial worth $20K as of Q2 2026.
  • ORG Wealth Partners left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #442 holding.
  • ORG Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.