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Avior Wealth Management’s United Microelectronic UMC Stock Holding History

Avior Wealth Management’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 		– Sell
-14,597
Closed -$131K – 889
2026
Q1 		$131K Sell
14,597
-471
-3% -$4.59K ﹤0.01% 812
2025
Q4 		$118K Buy
15,068
+701
+5% +$5.32K ﹤0.01% 732
2025
Q3 		$109K Hold
14,367
– – ﹤0.01% 706
2025
Q2 		$110K Sell
14,367
-5,698
-28% -$42.3K ﹤0.01% 676
2025
Q1 		$143K Buy
20,065
+6,244
+45% +$39.8K 0.01% 686
2024
Q4 		$89.7K Hold
13,821
– – ﹤0.01% 936
2024
Q3 		$116K Hold
13,821
– – ﹤0.01% 839
2024
Q2 		$121K Sell
13,821
-1,525
-10% -$12.6K 0.01% 804
2024
Q1 		$124K Buy
+15,346
New +$122K 0.01% 875
2022
Q1 		– Sell
-50
Closed – – 1242
2021
Q4 		$0 Buy
+50
New +$556 ﹤0.01% 1226

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Avior Wealth Management's UMC Position: Q2 2026 in Review

Avior Wealth Management sold out of United Microelectronic (UMC) in Q2 2026, closing a stake of 14,597 shares — an estimated $131K sold.

Avior Wealth Management first reported a position in UMC in Q4 2021 and held it in 10 quarters. The position peaked at $143K in Q1 2025. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Avior Wealth Management reported no remaining United Microelectronic position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 14,597 United Microelectronic shares in Q2 2026, an estimated $131K.
  • Avior Wealth Management first reported a position in United Microelectronic in Q4 2021 and held it in 10 quarters.
  • Avior Wealth Management's United Microelectronic position peaked at $143K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.