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BSW Wealth Partners’s United Microelectronic UMC Stock Holding History

BSW Wealth 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 		$1M Sell
36,773
-2,504
-6% -$42.8K 0.11% 106
2026
Q1 		$353K Sell
39,277
-12,296
-24% -$120K 0.04% 221
2025
Q4 		$405K Buy
51,573
+2,385
+5% +$18.1K 0.05% 199
2025
Q3 		$373K Buy
49,188
+13,706
+39% +$97.2K 0.05% 218
2025
Q2 		$271K Sell
35,482
-1,234
-3% -$9.16K 0.04% 259
2025
Q1 		$263K Buy
36,716
+23,648
+181% +$151K 0.04% 251
2024
Q4 		$84.8K Sell
13,068
-13,875
-51% -$99.3K 0.01% 305
2024
Q3 		$227K Sell
26,943
-9,352
-26% -$78.2K 0.03% 271
2024
Q2 		$318K Sell
36,295
-143
-0.4% -$1.18K 0.05% 197
2024
Q1 		$295K Buy
36,438
+10,757
+42% +$85.6K 0.05% 225
2023
Q4 		$217K Buy
25,681
+8,621
+51% +$65.7K 0.04% 250
2023
Q3 		$120K Sell
17,060
-11,956
-41% -$86.6K 0.03% 241
2023
Q2 		$229K Buy
29,016
+74
+0.3% +$610 0.05% 233
2023
Q1 		$254K Sell
28,942
-1,054
-4% -$8.54K 0.05% 252
2022
Q4 		$196K Buy
29,996
+18,825
+169% +$125K 0.04% 285
2022
Q3 		$62K Buy
+11,171
New +$73.7K 0.02% 265
2020
Q3 		– Sell
-11,807
Closed -$31K – 164
2020
Q2 		$31K Buy
+11,807
New +$29.7K 0.01% 143

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

BSW Wealth Partners's UMC Position: Q2 2026 in Review

BSW Wealth Partners reduced its United Microelectronic (UMC) stake by 6.4% in Q2 2026, selling an estimated $42.8K and leaving 36,773 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #106.

BSW Wealth Partners first reported a position in UMC in Q2 2020 and has held it in 17 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • BSW Wealth Partners held 36,773 shares of United Microelectronic worth $1M as of Q2 2026.
  • BSW Wealth Partners sold 2,504 United Microelectronic shares in Q2 2026, an estimated $42.8K.
  • United Microelectronic made up 0.11% of BSW Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • BSW Wealth Partners first reported a position in United Microelectronic in Q2 2020 and has held it in 17 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.