Cary Street Partners Investment Advisory’s United Microelectronic UMC Stock Holding History

Cary Street Partners Investment Advisory’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	$348K	Buy	12,785 +2,350	+23%	+$40.2K	0.07%	270
2026 Q1	$93.7K	Buy	10,435 +882	+9%	+$8.6K	0.02%	459
2025 Q4	$75.1K	Buy	+9,553	New	+$72.5K	0.02%	462
2020 Q4	–	Sell	-2,000	Closed	-$10K	–	835
2020 Q3	$10K	Buy	+2,000	New	+$7.42K	﹤0.01%	769

Other funds holding UMC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's UMC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its United Microelectronic (UMC) stake by 23% in Q2 2026, buying an estimated $40.2K and bringing the position to 12,785 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #270.

Cary Street Partners Investment Advisory first reported a position in UMC in Q3 2020 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

Cary Street Partners Investment Advisory held 12,785 shares of United Microelectronic worth $348K as of Q2 2026.
Cary Street Partners Investment Advisory bought 2,350 United Microelectronic shares in Q2 2026, an estimated $40.2K.
United Microelectronic made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #270 holding.
Cary Street Partners Investment Advisory first reported a position in United Microelectronic in Q3 2020 and has held it in 4 quarters since.
223 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.