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Ballentine Partners’s United Microelectronic UMC Stock Holding History

Ballentine Partners’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 		$5.24M Buy
192,689
+30,595
+19% +$523K 0.06% 107
2026
Q1 		$1.46M Buy
162,094
+6,989
+5% +$68.2K 0.02% 266
2025
Q4 		$1.22M Sell
155,105
-8,031
-5% -$60.9K 0.02% 287
2025
Q3 		$1.24M Sell
163,136
-20,118
-11% -$143K 0.02% 288
2025
Q2 		$1.4M Buy
183,254
+25,431
+16% +$189K 0.02% 263
2025
Q1 		$1.13M Buy
157,823
+38,299
+32% +$244K 0.02% 268
2024
Q4 		$776K Sell
119,524
-13,256
-10% -$94.9K 0.01% 334
2024
Q3 		$1.12M Buy
132,780
+23,699
+22% +$198K 0.02% 261
2024
Q2 		$956K Sell
109,081
-4,164
-4% -$34.3K 0.02% 273
2024
Q1 		$916K Buy
113,245
+19,479
+21% +$155K 0.02% 269
2023
Q4 		$793K Buy
93,766
+17,293
+23% +$132K 0.02% 267
2023
Q3 		$540K Buy
76,473
+6,473
+9% +$46.9K 0.01% 305
2023
Q2 		$552K Buy
70,000
+20,065
+40% +$165K 0.01% 293
2023
Q1 		$437K Buy
49,935
+806
+2% +$6.53K 0.01% 321
2022
Q4 		$321K Buy
49,129
+2,752
+6% +$18.2K 0.01% 367
2022
Q3 		$258K Buy
46,377
+2,606
+6% +$17.2K 0.01% 378
2022
Q2 		$296K Sell
43,771
-936
-2% -$7.68K 0.01% 328
2022
Q1 		$407K Sell
44,707
-1,182
-3% -$11.7K 0.01% 294
2021
Q4 		$537K Hold
45,889
– – 0.02% 252
2021
Q3 		$524K Buy
45,889
+413
+0.9% +$4.43K 0.02% 230
2021
Q2 		$430K Sell
45,476
-2,683
-6% -$25.1K 0.01% 264
2021
Q1 		$439K Sell
48,159
-3,579
-7% -$33.1K 0.02% 240
2020
Q4 		$436K Hold
51,738
– – 0.02% 230
2020
Q3 		$248K Buy
51,738
+15,370
+42% +$57.1K 0.01% 327
2020
Q2 		$96K Buy
36,368
+331
+0.9% +$832 ﹤0.01% 365
2020
Q1 		$78K Buy
36,037
+1,142
+3% +$2.88K ﹤0.01% 332
2019
Q4 		$93K Hold
34,895
– – ﹤0.01% 402
2019
Q3 		$73K Buy
34,895
+1,724
+5% +$3.68K ﹤0.01% 385
2019
Q2 		$73K Buy
33,171
+4,819
+17% +$9.85K ﹤0.01% 389
2019
Q1 		$53K Buy
28,352
+13,557
+92% +$25K ﹤0.01% 328
2018
Q4 		$27K Sell
14,795
-6,414
-30% -$12.3K ﹤0.01% 339
2018
Q3 		$55K Buy
21,209
+2,558
+14% +$6.98K ﹤0.01% 359
2018
Q2 		$53K Buy
18,651
+2,627
+16% +$7.17K ﹤0.01% 342
2018
Q1 		$42K Hold
16,024
– – ﹤0.01% 355
2017
Q4 		$38K Hold
16,024
– – ﹤0.01% 368
2017
Q3 		$40K Sell
16,024
-2,885
-15% -$7.06K ﹤0.01% 415
2017
Q2 		$46K Buy
+18,909
New +$38K ﹤0.01% 405

Other funds holding UMC

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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ballentine Partners's UMC Position: Q2 2026 in Review

Ballentine Partners increased its United Microelectronic (UMC) stake by 19% in Q2 2026, buying an estimated $523K and bringing the position to 192,689 shares worth $5.24M. The position accounts for 0.06% of the portfolio, ranked #107.

Ballentine Partners first reported a position in UMC in Q2 2017 and has held it in 37 quarters since. 43 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Ballentine Partners held 192,689 shares of United Microelectronic worth $5.24M as of Q2 2026.
  • Ballentine Partners bought 30,595 United Microelectronic shares in Q2 2026, an estimated $523K.
  • United Microelectronic made up 0.06% of Ballentine Partners's portfolio in Q2 2026, its #107 holding.
  • Ballentine Partners first reported a position in United Microelectronic in Q2 2017 and has held it in 37 quarters since.
  • 43 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.