WPW
MUFG icon

Waldron Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-11,742
Closed -$138K – 381
2024
Q4 		$138K Hold
11,742
– – 0.01% 404
2024
Q3 		$120K Buy
11,742
+968
+9% +$10.2K 0.01% 411
2024
Q2 		$116K Buy
10,774
+183
+2% +$1.86K 0.01% 402
2024
Q1 		$108K Hold
10,591
– – ﹤0.01% 412
2023
Q4 		$91.2K Buy
+10,591
New +$89.3K ﹤0.01% 400

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Waldron Private Wealth's MUFG Position: Q1 2025 in Review

Waldron Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 11,742 shares — an estimated $138K sold.

Waldron Private Wealth first reported a position in MUFG in Q4 2023 and held it in 5 quarters. The position peaked at $138K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Waldron Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 11,742 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $138K.
  • Waldron Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 5 quarters.
  • Waldron Private Wealth's Mitsubishi UFJ Financial position peaked at $138K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.