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Clearstead Advisors’s United Microelectronic UMC Stock Holding History

Clearstead 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 		$224K Buy
+8,238
New +$141K ﹤0.01% 1030
2021
Q3 		– Sell
-2,000
Closed -$19K – 1396
2021
Q2 		$19K Hold
2,000
– – ﹤0.01% 714
2021
Q1 		$18K Buy
2,000
+1,000
+100% +$9.25K ﹤0.01% 701
2020
Q4 		$8K Buy
+1,000
New +$6.52K ﹤0.01% 758

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

Clearstead Advisors's UMC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in United Microelectronic (UMC) in Q2 2026: 8,238 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UMC as recently as Q2 2021.

Clearstead Advisors first reported a position in UMC in Q4 2020 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Clearstead Advisors held 8,238 shares of United Microelectronic worth $224K as of Q2 2026.
  • United Microelectronic was a new Clearstead Advisors position in Q2 2026.
  • United Microelectronic made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1030 holding.
  • Clearstead Advisors first reported a position in United Microelectronic in Q4 2020 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.