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Dynamic Advisor Solutions’s United Microelectronic UMC Stock Holding History

Dynamic Advisor Solutions’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 		$351K Buy
12,914
+889
+7% +$15.2K 0.01% 796
2026
Q1 		$108K Buy
12,025
+370
+3% +$3.61K ﹤0.01% 947
2025
Q4 		$91.6K Buy
+11,655
New +$88.4K ﹤0.01% 923

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
CCM
Capstone Capital Management Hong Kong $224M AUM
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

Dynamic Advisor Solutions's UMC Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its United Microelectronic (UMC) stake by 7.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 12,914 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #796.

Dynamic Advisor Solutions first reported a position in UMC in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Dynamic Advisor Solutions held 12,914 shares of United Microelectronic worth $351K as of Q2 2026.
  • Dynamic Advisor Solutions bought 889 United Microelectronic shares in Q2 2026, an estimated $15.2K.
  • United Microelectronic made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #796 holding.
  • Dynamic Advisor Solutions first reported a position in United Microelectronic in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.