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Caprock Group’s United Microelectronic UMC Stock Holding History

Caprock Group’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 		$3.45M Buy
126,799
+14,155
+13% +$242K 0.07% 244
2026
Q1 		$1.01M Buy
112,644
+8,528
+8% +$83.2K 0.02% 543
2025
Q4 		$818K Sell
104,116
-2,269
-2% -$17.2K 0.02% 659
2025
Q3 		$700K Buy
+106,385
New +$755K 0.02% 690
2025
Q1 		$828K Sell
115,769
-13,264
-10% -$84.5K 0.03% 523
2024
Q4 		$837K Buy
129,033
+3,013
+2% +$21.6K 0.03% 471
2024
Q3 		$1.06M Sell
126,020
-184
-0.1% -$1.54K 0.04% 382
2024
Q2 		$1.11M Buy
126,204
+57,762
+84% +$476K 0.05% 339
2024
Q1 		$554K Buy
68,442
+8,119
+13% +$64.6K 0.03% 377
2023
Q4 		$510K Sell
60,323
-19,855
-25% -$151K 0.03% 385
2023
Q3 		$566K Sell
80,178
-2,094
-3% -$15.2K 0.04% 336
2023
Q2 		$697K Buy
82,272
+7,867
+11% +$64.8K 0.05% 285
2023
Q1 		$652K Buy
74,405
+4,220
+6% +$34.2K 0.05% 297
2022
Q4 		$458K Buy
70,185
+33,921
+94% +$225K 0.04% 306
2022
Q3 		$202K Buy
36,264
+5,876
+19% +$38.8K 0.02% 518
2022
Q2 		$221K Buy
30,388
+5,959
+24% +$48.9K 0.02% 476
2022
Q1 		$223K Buy
24,429
+215
+0.9% +$2.13K 0.02% 532
2021
Q4 		$283K Sell
24,214
-624
-3% -$6.94K 0.02% 449
2021
Q3 		$284K Buy
+24,838
New +$267K 0.03% 396
2020
Q3 		– Sell
-17,945
Closed -$47K – 454
2020
Q2 		$47K Buy
17,945
+6,273
+54% +$15.8K 0.01% 414
2020
Q1 		$25K Buy
11,672
+1,306
+13% +$3.29K ﹤0.01% 350
2019
Q4 		$28K Buy
+10,366
New +$25K 0.01% 369
2019
Q3 		– Sell
-13,870
Closed -$31K – 372
2019
Q2 		$31K Buy
+13,870
New +$28.3K 0.01% 349
2019
Q1 		– Sell
-23,789
Closed -$43K – 400
2018
Q4 		$43K Buy
+23,789
New +$45.7K 0.01% 349

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

Caprock Group's UMC Position: Q2 2026 in Review

Caprock Group increased its United Microelectronic (UMC) stake by 13% in Q2 2026, buying an estimated $242K and bringing the position to 126,799 shares worth $3.45M. The position accounts for 0.07% of the portfolio, ranked #244.

Caprock Group first reported a position in UMC in Q4 2018 and has held it in 24 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Caprock Group held 126,799 shares of United Microelectronic worth $3.45M as of Q2 2026.
  • Caprock Group bought 14,155 United Microelectronic shares in Q2 2026, an estimated $242K.
  • United Microelectronic made up 0.07% of Caprock Group's portfolio in Q2 2026, its #244 holding.
  • Caprock Group first reported a position in United Microelectronic in Q4 2018 and has held it in 24 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.