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Crestwood Advisors Group’s United Microelectronic UMC Stock Holding History

Crestwood Advisors Group’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 		$653K Buy
23,999
+2,826
+13% +$48.3K 0.01% 410
2026
Q1 		$190K Buy
21,173
+1,672
+9% +$16.3K ﹤0.01% 739
2025
Q4 		$153K Buy
19,501
+6,410
+49% +$48.6K ﹤0.01% 681
2025
Q3 		$99.2K Sell
13,091
-6,523
-33% -$46.3K ﹤0.01% 565
2025
Q2 		$150K Buy
19,614
+1,663
+9% +$12.3K ﹤0.01% 521
2025
Q1 		$128K Buy
+17,951
New +$114K ﹤0.01% 488

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

Crestwood Advisors Group's UMC Position: Q2 2026 in Review

Crestwood Advisors Group increased its United Microelectronic (UMC) stake by 13% in Q2 2026, buying an estimated $48.3K and bringing the position to 23,999 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #410.

Crestwood Advisors Group first reported a position in UMC in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Crestwood Advisors Group held 23,999 shares of United Microelectronic worth $653K as of Q2 2026.
  • Crestwood Advisors Group bought 2,826 United Microelectronic shares in Q2 2026, an estimated $48.3K.
  • United Microelectronic made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #410 holding.
  • Crestwood Advisors Group first reported a position in United Microelectronic in Q1 2025 and has held it in 6 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.