Moran Wealth Management, LLC MUFG — MITSUBISHI UFJ FINL GROUP IN

Ownership history in Moran Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported MITSUBISHI UFJ FINL GROUP IN (MUFG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows MUFG at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in MITSUBISHI UFJ FINL GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUFG was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUFG stock page Moran Wealth Management, LLC fund profile Moran Wealth Management, LLC full holdings
How Moran Wealth Management, LLC held MUFG — position size vs. price
% of Fund (quarterly)    MUFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 528,104 +41,636 +8.6% 0.27% $9.0M 2026-04-27 $17.44
2025 Q4 ADDED — — — 486,468 +132,841 +37.6% 0.24% $7.7M 2026-01-26 $17.85
2025 Q3 ADDED — — — 353,627 +7,963 +2.3% 0.17% $5.6M 2025-10-23 $14.93
2025 Q2 ADDED — — — 345,664 +5,224 +1.5% 0.15% $4.7M 2025-07-28 $14.12
2025 Q1 REDUCED 6.1% +0.7% ❌ 340,440 -22,108 -6.1% 0.16% $4.6M 2025-04-23 $12.08
2024 Q4 REDUCED — — — 362,548 -7,432 -2.0% 0.14% $4.2M 2025-02-07 $12.30
2024 Q3 REDUCED — — — 369,980 -1,744 -0.5% 0.12% $3.8M 2024-11-08 $11.31
2024 Q2 ADDED — — — 371,724 +11,086 +3.1% 0.13% $4.0M 2024-08-13 $9.45
2024 Q1 REDUCED 38.8% +6.6% ❌ 360,638 -228,180 -38.8% 0.12% $3.7M 2024-05-15 $9.94
2023 Q4 INITIATED — — — 588,818 — — 0.18% $5.1M 2024-02-08 $8.81

🏢 Other funds also holding MUFG

As of 2026 Q1 — sorted by position size

FULCRUM WEALTH ADVISORS, LLC 2.22% Henry James International Management Inc. 3Y 7Y 1.47% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.34% JCIC Asset Management Inc. 3Y 7Y 0.97% Legacy Wealth Asset Management, LLC 3Y 0.57% Naviter Wealth, LLC 3Y 0.5% InTrack Investment Management Inc 3Y 0.4% Successful Portfolios LLC 3Y 7Y 0.4% Five Oceans Advisors 3Y 0.26% EWA, LLC 0.25%

FAQ About Moran Wealth Management, LLC and MUFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning MUFG?

Moran Wealth Management, LLC reported MUFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUFG position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MUFG was 0.27% in 2026 Q1.

What is the latest reported MUFG position on this page?

The most recent filing on this page is 2026 Q1, when Moran Wealth Management, LLC reported 528,104 shares, equal to 0.27% of portfolio, with an estimated market value of $9.0M.

What does the chart on this MUFG ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly MUFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Moran Wealth Management, LLC time their MUFG position?

Based on 13F filing dates vs. subsequent MUFG price moves, Moran Wealth Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on MUFG relative to SPY over the holding period was +14.3%.

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