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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
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 $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

Modern Wealth Management's UMC Position: Q3 2025 in Review

Modern Wealth Management sold out of United Microelectronic (UMC) in Q3 2025, closing a stake of 11,337 shares — an estimated $86.7K sold.

Modern Wealth Management first reported a position in UMC in Q2 2025 and held it in 1 quarter. The position peaked at $86.7K in Q2 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q3 2025.

  • Modern Wealth Management reported no remaining United Microelectronic position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 11,337 United Microelectronic shares in Q3 2025, an estimated $86.7K.
  • Modern Wealth Management first reported a position in United Microelectronic in Q2 2025 and held it in 1 quarter.
  • Modern Wealth Management's United Microelectronic position peaked at $86.7K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.