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Capital A Wealth Management’s United Microelectronic UMC Stock Holding History

Capital A 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
2025
Q2 		– Sell
-504
Closed -$3.6K – 813
2025
Q1 		$3.6K Hold
504
– – ﹤0.01% 417
2024
Q4 		$3.27K Buy
+504
New +$3.61K 0.01% 427

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

Capital A Wealth Management's UMC Position: Q2 2025 in Review

Capital A Wealth Management sold out of United Microelectronic (UMC) in Q2 2025, closing a stake of 504 shares — an estimated $3.6K sold.

Capital A Wealth Management first reported a position in UMC in Q4 2024 and held it in 2 quarters. The position peaked at $3.6K in Q1 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q2 2025.

  • Capital A Wealth Management reported no remaining United Microelectronic position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 504 United Microelectronic shares in Q2 2025, an estimated $3.6K.
  • Capital A Wealth Management first reported a position in United Microelectronic in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's United Microelectronic position peaked at $3.6K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.