Rothwell Investment Advisors, LLC’s United Microelectronic UMC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UMC Stock Details UMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$231K	Buy	+9,439	New	+$202K	0.12%	156

Other funds holding UMC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Matthews International Capital Management San Francisco, California $241M AUM 42.66% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UMC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in United Microelectronic (UMC) in Q3 2026: 9,439 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

172 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

Rothwell Investment Advisors, LLC held 9,439 shares of United Microelectronic worth $231K as of Q3 2026.
United Microelectronic was a new Rothwell Investment Advisors, LLC position in Q3 2026.
United Microelectronic made up 0.12% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #156 holding.
172 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.