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LRI Investments’s United Microelectronic UMC Stock Holding History

LRI Investments’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 		$44.6K Buy
1,641
+495
+43% +$8.46K ﹤0.01% 576
2026
Q1 		$10.3K Buy
1,146
+782
+215% +$7.63K ﹤0.01% 880
2025
Q4 		$2.86K Hold
364
– – ﹤0.01% 1145
2025
Q3 		$2.76K Hold
364
– – ﹤0.01% 1157
2025
Q2 		$2.78K Hold
364
– – ﹤0.01% 1120
2025
Q1 		$2.6K Hold
364
– – ﹤0.01% 1070
2024
Q4 		$2.36K Hold
364
– – ﹤0.01% 1066
2024
Q3 		$2.5K Hold
364
– – ﹤0.01% 1049
2024
Q2 		$3.19K Hold
364
– – ﹤0.01% 993
2024
Q1 		$2.94K Buy
+364
New +$2.9K ﹤0.01% 699

Other funds holding UMC

MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

LRI Investments's UMC Position: Q2 2026 in Review

LRI Investments increased its United Microelectronic (UMC) stake by 43% in Q2 2026, buying an estimated $8.46K and bringing the position to 1,641 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

LRI Investments first reported a position in UMC in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • LRI Investments held 1,641 shares of United Microelectronic worth $44.6K as of Q2 2026.
  • LRI Investments bought 495 United Microelectronic shares in Q2 2026, an estimated $8.46K.
  • United Microelectronic made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #576 holding.
  • LRI Investments first reported a position in United Microelectronic in Q1 2024 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.