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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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

EP Wealth Advisors's UMC Position: Q1 2026 in Review

EP Wealth Advisors reduced its United Microelectronic (UMC) stake by 32% in Q1 2026, selling an estimated $52.9K and leaving 11,688 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

EP Wealth Advisors first reported a position in UMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $134K in Q4 2025. 316 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • EP Wealth Advisors held 11,688 shares of United Microelectronic worth $105K as of Q1 2026.
  • EP Wealth Advisors sold 5,424 United Microelectronic shares in Q1 2026, an estimated $52.9K.
  • United Microelectronic made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1460 holding.
  • EP Wealth Advisors first reported a position in United Microelectronic in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's United Microelectronic position peaked at $134K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.