AssetMark Inc
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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
Q3 		$761K Buy
31,089
+15,749
+103% +$337K ﹤0.01% 1156
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% +$7.7K ﹤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% +$4.98K ﹤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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Matthews International Capital Management
Matthews International Capital Management San Francisco, California $241M AUM 42.66% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

AssetMark Inc's UMC Position: Q3 2026 in Review

AssetMark Inc increased its United Microelectronic (UMC) stake by 103% in Q3 2026, buying an estimated $337K and bringing the position to 31,089 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

AssetMark Inc first reported a position in UMC in Q4 2017 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • AssetMark Inc held 31,089 shares of United Microelectronic worth $761K as of Q3 2026.
  • AssetMark Inc bought 15,749 United Microelectronic shares in Q3 2026, an estimated $337K.
  • United Microelectronic made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1156 holding.
  • AssetMark Inc first reported a position in United Microelectronic in Q4 2017 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.