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Elevation Wealth Partners’s United Microelectronic UMC Stock Holding History

Elevation Wealth Partners’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 		$5.46K Hold
223
– – ﹤0.01% 1083
2026
Q2 		$6.07K Buy
+223
New +$3.81K ﹤0.01% 964

Other funds holding UMC

RI
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
GI
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's UMC Position: Q3 2026 in Review

Elevation Wealth Partners held its United Microelectronic (UMC) position steady in Q3 2026 at 223 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Elevation Wealth Partners first reported a position in UMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.07K in Q2 2026. 10 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • Elevation Wealth Partners held 223 shares of United Microelectronic worth $5.46K as of Q3 2026.
  • Elevation Wealth Partners left its United Microelectronic share count unchanged in Q3 2026.
  • United Microelectronic made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1083 holding.
  • Elevation Wealth Partners first reported a position in United Microelectronic in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's United Microelectronic position peaked at $6.07K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.