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Atria Wealth Solutions’s United Microelectronic UMC Stock Holding History

Atria Wealth Solutions’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
Q2 		$187K Buy
23,550
+11,000
+88% +$81.6K ﹤0.01% 1400
2025
Q1 		$89.7K Sell
12,550
-1,450
-10% -$9.24K ﹤0.01% 1797
2024
Q4 		$90.9K Sell
14,000
-120
-0.8% -$859 ﹤0.01% 1902
2024
Q3 		$119K Buy
14,120
+1,500
+12% +$12.5K ﹤0.01% 1850
2024
Q2 		$111K Buy
12,620
+820
+7% +$6.76K ﹤0.01% 1849
2024
Q1 		$95.5K Buy
+11,800
New +$93.9K ﹤0.01% 1894
2022
Q4 		– Sell
-11,900
Closed -$66.3K – 1884
2022
Q3 		$66.3K Buy
11,900
+100
+0.8% +$660 ﹤0.01% 1677
2022
Q2 		$80K Sell
11,800
-100
-0.8% -$820 ﹤0.01% 1561
2022
Q1 		$109K Buy
+11,900
New +$118K ﹤0.01% 1660

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Atria Wealth Solutions's UMC Position: Q2 2025 in Review

Atria Wealth Solutions increased its United Microelectronic (UMC) stake by 88% in Q2 2025, buying an estimated $81.6K and bringing the position to 23,550 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Atria Wealth Solutions first reported a position in UMC in Q1 2022 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold UMC as of Q2 2025.

  • Atria Wealth Solutions held 23,550 shares of United Microelectronic worth $187K as of Q2 2025.
  • Atria Wealth Solutions bought 11,000 United Microelectronic shares in Q2 2025, an estimated $81.6K.
  • United Microelectronic made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1400 holding.
  • Atria Wealth Solutions first reported a position in United Microelectronic in Q1 2022 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.