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JFS Wealth Advisors’s United Microelectronic UMC Stock Holding History

JFS 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 		$59.5K Hold
2,188
– – ﹤0.01% 514
2026
Q1 		$19.6K Sell
2,188
-638
-23% -$6.22K ﹤0.01% 739
2025
Q4 		$22.2K Hold
2,826
– – ﹤0.01% 725
2025
Q3 		$21.4K Hold
2,826
– – ﹤0.01% 679
2025
Q2 		$21.6K Hold
2,826
– – ﹤0.01% 641
2025
Q1 		$20.2K Buy
2,826
+1,568
+125% +$9.99K ﹤0.01% 661
2024
Q4 		$8.16K Sell
1,258
-1,421
-53% -$10.2K ﹤0.01% 922
2024
Q3 		$22.6K Buy
2,679
+1,389
+108% +$11.6K ﹤0.01% 616
2024
Q2 		$11.3K Hold
1,290
– – ﹤0.01% 758
2024
Q1 		$10.4K Buy
1,290
+31
+2% +$247 ﹤0.01% 804
2023
Q4 		$10.7K Buy
1,259
+382
+44% +$2.91K ﹤0.01% 752
2023
Q3 		$6.19K Sell
877
-204
-19% -$1.48K ﹤0.01% 904
2023
Q2 		$8.53K Buy
1,081
+26
+2% +$214 ﹤0.01% 776
2023
Q1 		$9.24K Buy
1,055
+188
+22% +$1.52K ﹤0.01% 743
2022
Q4 		$5.66K Sell
867
-745
-46% -$4.93K ﹤0.01% 945
2022
Q3 		$9K Buy
1,612
+885
+122% +$5.84K ﹤0.01% 784
2022
Q2 		$5K Sell
727
-170
-19% -$1.4K ﹤0.01% 1020
2022
Q1 		$8K Buy
897
+567
+172% +$5.62K ﹤0.01% 887
2021
Q4 		$4K Buy
+330
New +$3.67K ﹤0.01% 885

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

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

JFS Wealth Advisors held its United Microelectronic (UMC) position steady in Q2 2026 at 2,188 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

JFS 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.

  • JFS Wealth Advisors held 2,188 shares of United Microelectronic worth $59.5K as of Q2 2026.
  • JFS Wealth Advisors left its United Microelectronic share count unchanged in Q2 2026.
  • United Microelectronic made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #514 holding.
  • JFS 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.