Creative Planning
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Creative Planning’s United Microelectronic UMC Stock Holding History

Creative Planning’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 		$66.7M Buy
2,450,717
+86,346
+4% +$1.48M 0.04% 193
2026
Q1 		$21.2M Buy
2,364,371
+204,186
+9% +$1.99M 0.01% 415
2025
Q4 		$17M Buy
2,160,185
+314,214
+17% +$2.38M 0.01% 432
2025
Q3 		$14M Buy
1,845,971
+156,429
+9% +$1.11M 0.01% 461
2025
Q2 		$12.9M Buy
1,689,542
+428,522
+34% +$3.18M 0.01% 451
2025
Q1 		$9.02M Buy
1,261,020
+564,547
+81% +$3.6M 0.01% 519
2024
Q4 		$4.52M Buy
696,473
+34,671
+5% +$248K ﹤0.01% 697
2024
Q3 		$5.57M Buy
661,802
+121,919
+23% +$1.02M 0.01% 601
2024
Q2 		$4.73M Buy
539,883
+113,130
+27% +$933K 0.01% 636
2024
Q1 		$3.45M Buy
426,753
+79,534
+23% +$633K ﹤0.01% 745
2023
Q4 		$2.94M Buy
347,219
+102,976
+42% +$785K 0.01% 749
2023
Q3 		$1.72M Buy
244,243
+5,362
+2% +$38.8K ﹤0.01% 924
2023
Q2 		$1.88M Buy
238,881
+29,412
+14% +$242K ﹤0.01% 843
2023
Q1 		$1.83M Buy
209,469
+33,970
+19% +$275K ﹤0.01% 811
2022
Q4 		$1.15M Buy
175,499
+69,956
+66% +$463K ﹤0.01% 973
2022
Q3 		$588K Buy
105,543
+69,489
+193% +$459K ﹤0.01% 1235
2022
Q2 		$244K Buy
36,054
+22,796
+172% +$187K ﹤0.01% 1754
2022
Q1 		$121K Buy
13,258
+1,508
+13% +$14.9K ﹤0.01% 1974
2021
Q4 		$137K Sell
11,750
-4,500
-28% -$50.1K ﹤0.01% 1925
2021
Q3 		$186K Buy
16,250
+5,974
+58% +$64.1K ﹤0.01% 1875
2021
Q2 		$97K Sell
10,276
-168,484
-94% -$1.58M ﹤0.01% 1879
2021
Q1 		$1.63M Buy
178,760
+23,011
+15% +$213K ﹤0.01% 811
2020
Q4 		$1.31M Buy
+155,749
New +$1.02M ﹤0.01% 829
2017
Q3 		– Sell
-250
Closed -$1K – 3611
2017
Q2 		$1K Buy
+250
New +$503 ﹤0.01% 4505
2014
Q1 		– Sell
-1,076
Closed -$2K – 3760
2013
Q4 		$2K Hold
1,076
– – ﹤0.01% 3120
2013
Q3 		$2K Buy
+1,076
New +$2.25K ﹤0.01% 3007

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

Creative Planning's UMC Position: Q2 2026 in Review

Creative Planning increased its United Microelectronic (UMC) stake by 3.7% in Q2 2026, buying an estimated $1.48M and bringing the position to 2,450,717 shares worth $66.7M. The position accounts for 0.04% of the portfolio, ranked #193.

Creative Planning first reported a position in UMC in Q3 2013 and has held it in 26 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Creative Planning held 2,450,717 shares of United Microelectronic worth $66.7M as of Q2 2026.
  • Creative Planning bought 86,346 United Microelectronic shares in Q2 2026, an estimated $1.48M.
  • United Microelectronic made up 0.04% of Creative Planning's portfolio in Q2 2026, its #193 holding.
  • Creative Planning first reported a position in United Microelectronic in Q3 2013 and has held it in 26 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.