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Arete Wealth Advisors’s United Microelectronic UMC Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-12,857
Closed -$97K – 825
2025
Q3 		$97K Buy
+12,857
New +$91.2K 0.01% 749
2022
Q4 		– Sell
-26,852
Closed -$150K – 710
2022
Q3 		$150K Buy
26,852
+21,645
+416% +$143K 0.01% 529
2022
Q2 		$957K Sell
5,207
-22,882
-81% -$188K 0.1% 156
2022
Q1 		$256K Buy
+28,089
New +$278K 0.02% 418

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Arete Wealth Advisors's UMC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of United Microelectronic (UMC) in Q4 2025, closing a stake of 12,857 shares — an estimated $97K sold.

Arete Wealth Advisors first reported a position in UMC in Q1 2022 and held it in 4 quarters. The position peaked at $957K in Q2 2022. 269 funds tracked by Wall St. Rank hold UMC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining United Microelectronic position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,857 United Microelectronic shares in Q4 2025, an estimated $97K.
  • Arete Wealth Advisors first reported a position in United Microelectronic in Q1 2022 and held it in 4 quarters.
  • Arete Wealth Advisors's United Microelectronic position peaked at $957K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.