EWA
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EverSource Wealth Advisors’s United Microelectronic UMC Stock Holding History

EverSource 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 		$425K Sell
15,625
-10,494
-40% -$179K 0.01% 625
2026
Q1 		$235K Buy
26,119
+8,139
+45% +$79.4K 0.01% 966
2025
Q4 		$141K Sell
17,980
-386
-2% -$2.93K 0.01% 1136
2025
Q3 		$139K Sell
18,366
-2,745
-13% -$19.5K 0.01% 1095
2025
Q2 		$161K Buy
21,111
+7,138
+51% +$53K 0.01% 958
2025
Q1 		$99.9K Buy
13,973
+3,249
+30% +$20.7K 0.01% 913
2024
Q4 		$69.6K Sell
10,724
-11,946
-53% -$85.5K ﹤0.01% 1040
2024
Q3 		$191K Buy
22,670
+1,506
+7% +$12.6K 0.01% 573
2024
Q2 		$177K Buy
21,164
+3,515
+20% +$29K 0.01% 600
2024
Q1 		$136K Buy
17,649
+3,628
+26% +$28.9K 0.01% 611
2023
Q4 		$119K Buy
14,021
+4,870
+53% +$37.1K 0.01% 581
2023
Q3 		$64.6K Buy
9,151
+1,514
+20% +$11K 0.01% 724
2023
Q2 		$60.3K Sell
7,637
-8,871
-54% -$73.1K 0.01% 762
2023
Q1 		$145K Sell
16,508
-1,225
-7% -$9.92K 0.02% 446
2022
Q4 		$116K Buy
17,733
+12,047
+212% +$79.8K 0.02% 461
2022
Q3 		$31K Sell
5,686
-2,719
-32% -$17.9K 0.01% 758
2022
Q2 		$58K Buy
8,405
+4,706
+127% +$38.6K 0.02% 580
2022
Q1 		$34K Buy
3,699
+1,853
+100% +$18.4K 0.01% 548
2021
Q4 		$22K Buy
+1,846
New +$20.5K 0.01% 646

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

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

EverSource Wealth Advisors reduced its United Microelectronic (UMC) stake by 40% in Q2 2026, selling an estimated $179K and leaving 15,625 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #625.

EverSource Wealth Advisors first reported a position in UMC in Q4 2021 and has held it in 19 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • EverSource Wealth Advisors held 15,625 shares of United Microelectronic worth $425K as of Q2 2026.
  • EverSource Wealth Advisors sold 10,494 United Microelectronic shares in Q2 2026, an estimated $179K.
  • United Microelectronic made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • EverSource Wealth Advisors first reported a position in United Microelectronic in Q4 2021 and has held it in 19 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.