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Intergy Private Wealth’s United Microelectronic UMC Stock Holding History

Intergy Private Wealth’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
Q3 		– Sell
-8,657
Closed -$236K – 150
2026
Q2 		$236K Buy
+8,657
New +$148K 0.05% 123

Other funds holding UMC

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Robeco Institutional Asset Management
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Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Intergy Private Wealth's UMC Position: Q3 2026 in Review

Intergy Private Wealth sold out of United Microelectronic (UMC) in Q3 2026, closing a stake of 8,657 shares — an estimated $236K sold.

Intergy Private Wealth first reported a position in UMC in Q2 2026 and held it in 1 quarter. The position peaked at $236K in Q2 2026. 46 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • Intergy Private Wealth reported no remaining United Microelectronic position as of Q3 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 8,657 United Microelectronic shares in Q3 2026, an estimated $236K.
  • Intergy Private Wealth first reported a position in United Microelectronic in Q2 2026 and held it in 1 quarter.
  • Intergy Private Wealth's United Microelectronic position peaked at $236K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.