EWM
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Empirical Wealth Management’s United Microelectronic UMC Stock Holding History

Empirical Wealth Management’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 		$590K Sell
21,699
-5,353
-20% -$91.5K 0.01% 614
2026
Q1 		$243K Buy
27,052
+7,162
+36% +$69.9K ﹤0.01% 877
2025
Q4 		$156K Buy
+19,890
New +$151K ﹤0.01% 871

Other funds holding UMC

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Empirical Wealth Management's UMC Position: Q2 2026 in Review

Empirical Wealth Management reduced its United Microelectronic (UMC) stake by 20% in Q2 2026, selling an estimated $91.5K and leaving 21,699 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #614.

Empirical Wealth Management first reported a position in UMC in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Empirical Wealth Management held 21,699 shares of United Microelectronic worth $590K as of Q2 2026.
  • Empirical Wealth Management sold 5,353 United Microelectronic shares in Q2 2026, an estimated $91.5K.
  • United Microelectronic made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Empirical Wealth Management first reported a position in United Microelectronic in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.