Capstone Investment Advisors’s United Microelectronic UMC Stock Holding History

Capstone Investment Advisors’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	$295K	Sell	10,830 -353,339	-97%	-$6.04M	﹤0.01%	1467
2026 Q1	$3.27M	Buy	+364,169	New	+$3.55M	0.01%	514
2024 Q2	–	Sell	-103,141	Closed	-$834K	–	2492
2024 Q1	$834K	Sell	103,141 -589,531	-85%	-$4.69M	﹤0.01%	1254
2023 Q4	$5.86M	Buy	+692,672	New	+$5.28M	0.02%	481
2023 Q3	–	Sell	-78,342	Closed	-$618K	–	2302
2023 Q2	$618K	Buy	78,342 +65,505	+510%	+$540K	﹤0.01%	1063
2023 Q1	$112K	Buy	+12,837	New	+$104K	﹤0.01%	1355
2022 Q4	–	Sell	-20,400	Closed	-$114K	–	1666
2022 Q3	$114K	Buy	+20,400	New	+$135K	﹤0.01%	1542

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Capstone Investment Advisors's UMC Position: Q2 2026 in Review

Capstone Investment Advisors reduced its United Microelectronic (UMC) stake by 97% in Q2 2026, selling an estimated $6.04M and leaving 10,830 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Capstone Investment Advisors first reported a position in UMC in Q3 2022 and has held it in 7 quarters since. The position peaked at $5.86M in Q4 2023. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

Capstone Investment Advisors held 10,830 shares of United Microelectronic worth $295K as of Q2 2026.
Capstone Investment Advisors sold 353,339 United Microelectronic shares in Q2 2026, an estimated $6.04M.
United Microelectronic made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1467 holding.
Capstone Investment Advisors first reported a position in United Microelectronic in Q3 2022 and has held it in 7 quarters since.
Capstone Investment Advisors's United Microelectronic position peaked at $5.86M in Q4 2023.
362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.