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Carolina Wealth Advisors’s United Microelectronic UMC Stock Holding History

Carolina Wealth 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
2025
Q3 		– Sell
-30
Closed -$230 – 296
2025
Q2 		$230 Buy
+30
New +$223 ﹤0.01% 258

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolina Wealth Advisors's UMC Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of United Microelectronic (UMC) in Q3 2025, closing a stake of 30 shares — an estimated $230 sold.

Carolina Wealth Advisors first reported a position in UMC in Q2 2025 and held it in 1 quarter. The position peaked at $230 in Q2 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining United Microelectronic position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 30 United Microelectronic shares in Q3 2025, an estimated $230.
  • Carolina Wealth Advisors first reported a position in United Microelectronic in Q2 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's United Microelectronic position peaked at $230 in Q2 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.