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Whipplewood Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Whipplewood 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 		$1.63K Sell
82
-1,636
-95% -$30.8K ﹤0.01% 467
2026
Q1 		$29.2K Buy
+1,718
New +$30.6K 0.02% 333
2025
Q3 		– Sell
-2,352
Closed -$32.3K – 863
2025
Q2 		$32.3K Buy
2,352
+409
+21% +$5.29K 0.02% 390
2025
Q1 		$33.7K Sell
1,943
-531
-21% -$6.84K 0.02% 371
2024
Q4 		$29K Buy
+2,474
New +$27.8K 0.02% 392

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

Whipplewood Advisors's MUFG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 95% in Q2 2026, selling an estimated $30.8K and leaving 82 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Whipplewood Advisors first reported a position in MUFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.7K in Q1 2025. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Whipplewood Advisors held 82 shares of Mitsubishi UFJ Financial worth $1.63K as of Q2 2026.
  • Whipplewood Advisors sold 1,636 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $30.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #467 holding.
  • Whipplewood Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Mitsubishi UFJ Financial position peaked at $33.7K in Q1 2025.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.