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Integrated Wealth Concepts’s United Microelectronic UMC Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-13,298
Closed -$102K – 2100
2025
Q2 		$102K Buy
+13,298
New +$98.7K ﹤0.01% 1827

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's UMC Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of United Microelectronic (UMC) in Q3 2025, closing a stake of 13,298 shares — an estimated $102K sold.

Integrated Wealth Concepts first reported a position in UMC in Q2 2025 and held it in 1 quarter. The position peaked at $102K in Q2 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining United Microelectronic position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 13,298 United Microelectronic shares in Q3 2025, an estimated $102K.
  • Integrated Wealth Concepts first reported a position in United Microelectronic in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's United Microelectronic position peaked at $102K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.