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Modern Wealth Management’s United Microelectronic UMC Stock Holding History

Modern Wealth 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
2026
Q2 		$292K Buy
+10,713
New +$183K ﹤0.01% 897
2025
Q3 		– Sell
-11,337
Closed -$86.7K – 841
2025
Q2 		$86.7K Buy
+11,337
New +$84.1K ﹤0.01% 765

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

Modern Wealth Management's UMC Position: Q2 2026 in Review

Modern Wealth Management opened a new position in United Microelectronic (UMC) in Q2 2026: 10,713 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in UMC as recently as Q2 2025.

Modern Wealth Management first reported a position in UMC in Q2 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Modern Wealth Management held 10,713 shares of United Microelectronic worth $292K as of Q2 2026.
  • United Microelectronic was a new Modern Wealth Management position in Q2 2026.
  • United Microelectronic made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Modern Wealth Management first reported a position in United Microelectronic in Q2 2025 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.