Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United Microelectronic UMC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$217K Sell
24,135
-164
-0.7% -$1.6K ﹤0.01% 2671
2025
Q4 		$191K Buy
24,299
+2,204
+10% +$16.7K ﹤0.01% 2611
2025
Q3 		$167K Buy
22,095
+2,882
+15% +$20.4K ﹤0.01% 2580
2025
Q2 		$147K Sell
19,213
-1,315
-6% -$9.76K ﹤0.01% 2421
2025
Q1 		$147K Sell
20,528
-4,402
-18% -$28K ﹤0.01% 2118
2024
Q4 		$162K Sell
24,930
-3,669
-13% -$26.3K ﹤0.01% 1970
2024
Q3 		$241K Buy
28,599
+9,625
+51% +$80.5K ﹤0.01% 1659
2024
Q2 		$166K Buy
18,974
+723
+4% +$5.96K ﹤0.01% 1688
2024
Q1 		$148K Buy
18,251
+1,189
+7% +$9.46K ﹤0.01% 1665
2023
Q4 		$144K Buy
17,062
+3,913
+30% +$29.8K ﹤0.01% 1571
2023
Q3 		$93K Sell
13,149
-1,029
-7% -$7.45K ﹤0.01% 1679
2023
Q2 		$112K Buy
14,178
+819
+6% +$6.75K ﹤0.01% 1516
2023
Q1 		$117K Buy
13,359
+712
+6% +$5.77K ﹤0.01% 1419
2022
Q4 		$83K Buy
12,647
+1,245
+11% +$8.24K ﹤0.01% 1467
2022
Q3 		$64K Buy
11,402
+1,482
+15% +$9.78K ﹤0.01% 1554
2022
Q2 		$67K Buy
9,920
+1,619
+20% +$13.3K ﹤0.01% 1490
2022
Q1 		$76K Buy
8,301
+472
+6% +$4.68K ﹤0.01% 1433
2021
Q4 		$92K Buy
+7,829
New +$87.1K ﹤0.01% 1325
2021
Q2 		$62K Hold
6,546
– – ﹤0.01% 1313
2021
Q1 		$62K Hold
6,546
– – ﹤0.01% 1313
2020
Q4 		$62K Hold
6,546
– – ﹤0.01% 1313
2020
Q3 		$62K Hold
6,546
– – ﹤0.01% 1313
2020
Q2 		$62K Hold
6,546
– – ﹤0.01% 1313
2020
Q1 		$62K Hold
6,546
– – ﹤0.01% 1313
2019
Q4 		$62K Hold
6,546
– – ﹤0.01% 1313
2019
Q3 		$62K Hold
6,546
– – ﹤0.01% 1313
2019
Q2 		$62K Hold
6,546
– – ﹤0.01% 1313
2019
Q1 		$62K Buy
+6,546
New +$12.1K ﹤0.01% 1313

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UMC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its United Microelectronic (UMC) stake by 0.67% in Q1 2026, selling an estimated $1.6K and leaving 24,135 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Carson Wealth (CWM LLC) first reported a position in UMC in Q1 2019 and has held it in 28 quarters since. The position peaked at $241K in Q3 2024. 318 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,135 shares of United Microelectronic worth $217K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 164 United Microelectronic shares in Q1 2026, an estimated $1.6K.
  • United Microelectronic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2671 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Microelectronic in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s United Microelectronic position peaked at $241K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.