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Diversified Trust’s United Microelectronic UMC Stock Holding History

Diversified Trust’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 		$373K Buy
13,695
+378
+3% +$6.46K 0.01% 848
2026
Q1 		$120K Sell
13,317
-1,518
-10% -$14.8K ﹤0.01% 1004
2025
Q4 		$117K Buy
14,835
+157
+1% +$1.19K ﹤0.01% 1005
2025
Q3 		$111K Buy
+14,678
New +$104K ﹤0.01% 964
2025
Q1 		– Sell
-10,228
Closed -$66.4K – 1029
2024
Q4 		$66.4K Sell
10,228
-2,539
-20% -$18.2K ﹤0.01% 895
2024
Q3 		$107K Sell
12,767
-119
-0.9% -$996 ﹤0.01% 870
2024
Q2 		$113K Buy
+12,886
New +$106K ﹤0.01% 826
2022
Q2 		– Sell
-54,964
Closed -$501K – 863
2022
Q1 		$501K Sell
54,964
-164,417
-75% -$1.63M 0.02% 448
2021
Q4 		$2.57M Buy
219,381
+21,096
+11% +$235K 0.08% 122
2021
Q3 		$2.27M Buy
198,285
+4,040
+2% +$43.4K 0.08% 126
2021
Q2 		$1.84M Hold
194,245
– – 0.07% 142
2021
Q1 		$1.77M Buy
194,245
+2,376
+1% +$22K 0.07% 141
2020
Q4 		$1.62M Hold
191,869
– – 0.07% 140
2020
Q3 		$919K Hold
191,869
– – 0.04% 197
2020
Q2 		$507K Hold
191,869
– – 0.03% 253
2020
Q1 		$416K Hold
191,869
– – 0.02% 239
2019
Q4 		$514K Hold
191,869
– – 0.02% 236
2019
Q3 		$401K Hold
191,869
– – 0.02% 218
2019
Q2 		$424K Hold
191,869
– – 0.02% 228
2019
Q1 		$361K Hold
191,869
– – 0.02% 234
2018
Q4 		$343K Hold
191,869
– – 0.02% 225
2018
Q3 		$495K Hold
191,869
– – 0.02% 174
2018
Q2 		$541K Hold
191,869
– – 0.03% 154
2018
Q1 		$497K Hold
191,869
– – 0.03% 156
2017
Q4 		$459K Hold
191,869
– – 0.03% 165
2017
Q3 		$480K Hold
191,869
– – 0.04% 166
2017
Q2 		$468K Buy
+191,869
New +$386K 0.04% 173

Other funds holding UMC

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Diversified Trust's UMC Position: Q2 2026 in Review

Diversified Trust increased its United Microelectronic (UMC) stake by 2.8% in Q2 2026, buying an estimated $6.46K and bringing the position to 13,695 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #848.

Diversified Trust first reported a position in UMC in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.57M in Q4 2021. 43 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Diversified Trust held 13,695 shares of United Microelectronic worth $373K as of Q2 2026.
  • Diversified Trust bought 378 United Microelectronic shares in Q2 2026, an estimated $6.46K.
  • United Microelectronic made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #848 holding.
  • Diversified Trust first reported a position in United Microelectronic in Q2 2017 and has held it in 27 quarters since.
  • Diversified Trust's United Microelectronic position peaked at $2.57M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.