AssetMark Inc
UMC icon

AssetMark Inc’s United Microelectronic UMC Stock Holding History

AssetMark Inc’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
Q2 		$417K Sell
15,340
-11,457
-43% -$196K ﹤0.01% 1275
2026
Q1 		$241K Buy
26,797
+11,612
+76% +$113K ﹤0.01% 1309
2025
Q4 		$119K Buy
15,185
+12,712
+514% +$96.4K ﹤0.01% 1439
2025
Q3 		$18.7K Buy
2,473
+1,793
+264% +$12.7K ﹤0.01% 1936
2025
Q2 		$5.2K Buy
+680
New +$5.05K ﹤0.01% 2125
2024
Q4 		– Sell
-4,432
Closed -$37.3K – 2670
2024
Q3 		$37.3K Buy
+4,432
New +$37.1K ﹤0.01% 1361
2022
Q2 		– Sell
-1,472
Closed -$13K – 1671
2022
Q1 		$13K Sell
1,472
-46,138
-97% -$457K ﹤0.01% 1160
2021
Q4 		$557K Buy
47,610
+45,776
+2,496% +$509K ﹤0.01% 523
2021
Q3 		$21K Buy
1,834
+718
+64% +$7.71K ﹤0.01% 932
2021
Q2 		$11K Buy
+1,116
New +$10.5K ﹤0.01% 985
2019
Q3 		– Sell
-5,102
Closed -$11K – 1427
2019
Q2 		$11K Buy
5,102
+798
+19% +$1.63K ﹤0.01% 969
2019
Q1 		$8K Sell
4,304
-340
-7% -$627 ﹤0.01% 1015
2018
Q4 		$8K Sell
4,644
-2,694
-37% -$5.18K ﹤0.01% 1047
2018
Q3 		$19K Buy
7,338
+661
+10% +$1.8K ﹤0.01% 942
2018
Q2 		$19K Buy
6,677
+1,827
+38% +$4.99K ﹤0.01% 940
2018
Q1 		$13K Buy
4,850
+4,145
+588% +$10.3K ﹤0.01% 1003
2017
Q4 		$2K Buy
+705
New +$1.8K ﹤0.01% 1496

Other funds holding UMC

MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

AssetMark Inc's UMC Position: Q2 2026 in Review

AssetMark Inc reduced its United Microelectronic (UMC) stake by 43% in Q2 2026, selling an estimated $196K and leaving 15,340 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

AssetMark Inc first reported a position in UMC in Q4 2017 and has held it in 17 quarters since. The position peaked at $557K in Q4 2021. 115 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • AssetMark Inc held 15,340 shares of United Microelectronic worth $417K as of Q2 2026.
  • AssetMark Inc sold 11,457 United Microelectronic shares in Q2 2026, an estimated $196K.
  • United Microelectronic made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1275 holding.
  • AssetMark Inc first reported a position in United Microelectronic in Q4 2017 and has held it in 17 quarters since.
  • AssetMark Inc's United Microelectronic position peaked at $557K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.