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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
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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

EP Wealth Advisors's UMC Position: Q2 2026 in Review

EP Wealth Advisors increased its United Microelectronic (UMC) stake by 44% in Q2 2026, buying an estimated $88.7K and bringing the position to 16,879 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

EP Wealth Advisors first reported a position in UMC in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • EP Wealth Advisors held 16,879 shares of United Microelectronic worth $459K as of Q2 2026.
  • EP Wealth Advisors bought 5,191 United Microelectronic shares in Q2 2026, an estimated $88.7K.
  • United Microelectronic made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1064 holding.
  • EP Wealth Advisors first reported a position in United Microelectronic in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.