Windward Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Windward Capital 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	$235K	Sell	11,817 -196	-2%	-$3.69K	0.02%	70
2026 Q1	$204K	Sell	12,013 -6,465	-35%	-$115K	0.02%	69
2025 Q4	$293K	Sell	18,478 -318	-2%	-$4.92K	0.02%	70
2025 Q3	$300K	Sell	18,796 -122	-0.6%	-$1.81K	0.02%	70
2025 Q2	$260K	Sell	18,918 -149	-0.8%	-$1.93K	0.02%	70
2025 Q1	$260K	Sell	19,067 -910	-5%	-$11.7K	0.02%	70
2024 Q4	$234K	Sell	19,977 -1,889	-9%	-$21.2K	0.02%	84
2024 Q3	$223K	Sell	21,866 -271	-1%	-$2.86K	0.02%	83
2024 Q2	$239K	Sell	22,137 -3,393	-13%	-$34.4K	0.02%	72
2024 Q1	$261K	Sell	25,530 -6	-0%	-$58	0.02%	73
2023 Q4	$220K	Sell	25,536 -77	-0.3%	-$650	0.02%	61
2023 Q3	$217K	Sell	25,613 -7,343	-22%	-$58.6K	0.02%	61
2023 Q2	$243K	Hold	32,956	–	–	0.02%	77
2023 Q1	$211K	Buy	+32,956	New	+$231K	0.02%	78

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

Windward Capital Management's MUFG Position: Q2 2026 in Review

Windward Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.6% in Q2 2026, selling an estimated $3.69K and leaving 11,817 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #70.

Windward Capital Management first reported a position in MUFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $300K in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Windward Capital Management held 11,817 shares of Mitsubishi UFJ Financial worth $235K as of Q2 2026.
Windward Capital Management sold 196 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $3.69K.
Mitsubishi UFJ Financial made up 0.02% of Windward Capital Management's portfolio in Q2 2026, its #70 holding.
Windward Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 14 quarters since.
Windward Capital Management's Mitsubishi UFJ Financial position peaked at $300K in Q3 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Windward Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.