HWAM
UMC icon

Hennion & Walsh Asset Management’s United Microelectronic UMC Stock Holding History

Hennion & Walsh Asset 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
2025
Q4 		– Sell
-86,571
Closed -$656K – 997
2025
Q3 		$656K Sell
86,571
-73,802
-46% -$524K 0.02% 633
2025
Q2 		$1.23M Sell
160,373
-22,887
-12% -$170K 0.05% 445
2025
Q1 		$1.31M Sell
183,260
-17,506
-9% -$112K 0.06% 405
2024
Q4 		$1.3M Buy
200,766
+1,150
+0.6% +$8.23K 0.06% 400
2024
Q3 		$1.68M Sell
199,616
-388
-0.2% -$3.25K 0.08% 322
2024
Q2 		$1.75M Sell
200,004
-1,626
-0.8% -$13.4K 0.09% 281
2024
Q1 		$1.63M Buy
201,630
+39,698
+25% +$316K 0.09% 299
2023
Q4 		$1.37M Buy
161,932
+73,012
+82% +$556K 0.08% 327
2023
Q3 		$628K Buy
88,920
+73,255
+468% +$531K 0.04% 462
2023
Q2 		$124K Buy
+15,665
New +$129K 0.01% 779

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Hennion & Walsh Asset Management's UMC Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of United Microelectronic (UMC) in Q4 2025, closing a stake of 86,571 shares — an estimated $656K sold.

Hennion & Walsh Asset Management first reported a position in UMC in Q2 2023 and held it in 10 quarters. The position peaked at $1.75M in Q2 2024. 269 funds tracked by Wall St. Rank hold UMC as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining United Microelectronic position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 86,571 United Microelectronic shares in Q4 2025, an estimated $656K.
  • Hennion & Walsh Asset Management first reported a position in United Microelectronic in Q2 2023 and held it in 10 quarters.
  • Hennion & Walsh Asset Management's United Microelectronic position peaked at $1.75M in Q2 2024.
  • 269 funds tracked by Wall St. Rank held United Microelectronic as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.