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Bogart Wealth LLC’s United Microelectronic UMC Stock Holding History

Bogart Wealth LLC’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 		$109 Hold
4
– – ﹤0.01% 1933
2026
Q1 		$36 Hold
4
– – ﹤0.01% 1782
2025
Q4 		$31 Hold
4
– – ﹤0.01% 1573
2025
Q3 		$30 Buy
+4
New +$28 ﹤0.01% 1519

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

Bogart Wealth LLC's UMC Position: Q2 2026 in Review

Bogart Wealth LLC held its United Microelectronic (UMC) position steady in Q2 2026 at 4 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Bogart Wealth LLC first reported a position in UMC in Q3 2025 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of United Microelectronic worth $109 as of Q2 2026.
  • Bogart Wealth LLC left its United Microelectronic share count unchanged in Q2 2026.
  • United Microelectronic made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1933 holding.
  • Bogart Wealth LLC first reported a position in United Microelectronic in Q3 2025 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.