Advisors Preferred
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Advisors Preferred’s United Microelectronic UMC Stock Holding History

Advisors Preferred’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 		$325K Buy
+12,366
New +$264K 0.04% 159
2024
Q2 		– Sell
-24,481
Closed -$199K – 234
2024
Q1 		$199K Buy
+24,481
New +$195K 0.03% 119

Other funds holding UMC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Advisors Preferred's UMC Position: Q3 2026 in Review

Advisors Preferred opened a new position in United Microelectronic (UMC) in Q3 2026: 12,366 shares worth $325K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in UMC as recently as Q1 2024.

Advisors Preferred first reported a position in UMC in Q1 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • Advisors Preferred held 12,366 shares of United Microelectronic worth $325K as of Q3 2026.
  • United Microelectronic was a new Advisors Preferred position in Q3 2026.
  • United Microelectronic made up 0.04% of Advisors Preferred's portfolio in Q3 2026, its #159 holding.
  • Advisors Preferred first reported a position in United Microelectronic in Q1 2024 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.