CogentBlue Wealth Advisors’s United Microelectronic UMC Stock Holding History

CogentBlue 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
2026 Q3	–	Sell	-35,430	Closed	-$964K	–	98
2026 Q2	$964K	Buy	35,430 +5,672	+19%	+$96.9K	0.55%	31
2026 Q1	$267K	Buy	29,758 +552	+2%	+$5.38K	0.18%	56
2025 Q4	$230K	Buy	29,206 +9,457	+48%	+$71.7K	0.16%	64
2025 Q3	$150K	Buy	19,749 +9,377	+90%	+$66.5K	0.1%	73
2025 Q2	$79.3K	Sell	10,372 -10,387	-50%	-$77.1K	0.06%	72
2025 Q1	$148K	Buy	+20,759	New	+$132K	0.13%	63

Other funds holding UMC

Ridgewood Investments Springfield, New Jersey $271M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CogentBlue Wealth Advisors's UMC Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of United Microelectronic (UMC) in Q3 2026, closing a stake of 35,430 shares — an estimated $964K sold.

CogentBlue Wealth Advisors first reported a position in UMC in Q1 2025 and held it in 6 quarters. The position peaked at $964K in Q2 2026. 10 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining United Microelectronic position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 35,430 United Microelectronic shares in Q3 2026, an estimated $964K.
CogentBlue Wealth Advisors first reported a position in United Microelectronic in Q1 2025 and held it in 6 quarters.
CogentBlue Wealth Advisors's United Microelectronic position peaked at $964K in Q2 2026.
10 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.