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HB Wealth Management’s United Microelectronic UMC Stock Holding History

HB 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 		$940K Buy
34,541
+10,391
+43% +$178K 0.01% 769
2026
Q1 		$217K Buy
24,150
+4,709
+24% +$45.9K ﹤0.01% 1392
2025
Q4 		$153K Buy
19,441
+7,769
+67% +$58.9K ﹤0.01% 1351
2025
Q3 		$88.5K Sell
11,672
-1,799
-13% -$12.8K ﹤0.01% 1309
2025
Q2 		$103K Buy
+13,471
New +$100K ﹤0.01% 1136
2024
Q4 		– Sell
-10,595
Closed -$89.2K – 1119
2024
Q3 		$89.2K Sell
10,595
-14
-0.1% -$117 ﹤0.01% 935
2024
Q2 		$92.9K Hold
10,609
– – ﹤0.01% 879
2024
Q1 		$85.8K Sell
10,609
-2,069
-16% -$16.5K ﹤0.01% 821
2023
Q4 		$107K Buy
12,678
+1,109
+10% +$8.45K ﹤0.01% 763
2023
Q3 		$81.7K Buy
+11,569
New +$83.8K ﹤0.01% 743

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

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

HB Wealth Management increased its United Microelectronic (UMC) stake by 43% in Q2 2026, buying an estimated $178K and bringing the position to 34,541 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #769.

HB Wealth Management first reported a position in UMC in Q3 2023 and has held it in 10 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • HB Wealth Management held 34,541 shares of United Microelectronic worth $940K as of Q2 2026.
  • HB Wealth Management bought 10,391 United Microelectronic shares in Q2 2026, an estimated $178K.
  • United Microelectronic made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #769 holding.
  • HB Wealth Management first reported a position in United Microelectronic in Q3 2023 and has held it in 10 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.