EP Wealth Advisors
UMC icon

EP Wealth Advisors’s United Microelectronic UMC Stock Holding History

EP Wealth Advisors’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 		$394K Sell
16,082
-797
-5% -$17K ﹤0.01% 1091
2026
Q2 		$459K Buy
16,879
+5,191
+44% +$88.7K ﹤0.01% 1064
2026
Q1 		$105K Sell
11,688
-5,424
-32% -$52.9K ﹤0.01% 1460
2025
Q4 		$134K Buy
+17,112
New +$130K ﹤0.01% 1434

Other funds holding UMC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

EP Wealth Advisors's UMC Position: Q3 2026 in Review

EP Wealth Advisors reduced its United Microelectronic (UMC) stake by 4.7% in Q3 2026, selling an estimated $17K and leaving 16,082 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

EP Wealth Advisors first reported a position in UMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $459K in Q2 2026. 300 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • EP Wealth Advisors held 16,082 shares of United Microelectronic worth $394K as of Q3 2026.
  • EP Wealth Advisors sold 797 United Microelectronic shares in Q3 2026, an estimated $17K.
  • United Microelectronic made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1091 holding.
  • EP Wealth Advisors first reported a position in United Microelectronic in Q4 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's United Microelectronic position peaked at $459K in Q2 2026.
  • 300 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.