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Moran Wealth Management’s United Microelectronic UMC Stock Holding History

Moran 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 		$13.6M Sell
500,125
-410,291
-45% -$7.01M 0.37% 89
2026
Q1 		$8.18M Buy
910,416
+118,049
+15% +$1.15M 0.25% 139
2025
Q4 		$6.23M Buy
792,367
+95,871
+14% +$727K 0.19% 161
2025
Q3 		$5.28M Buy
696,496
+24,372
+4% +$173K 0.16% 166
2025
Q2 		$5.14M Buy
672,124
+10,777
+2% +$80K 0.16% 182
2025
Q1 		$4.73M Buy
661,347
+44,572
+7% +$284K 0.16% 182
2024
Q4 		$4M Sell
616,775
-85,025
-12% -$609K 0.13% 194
2024
Q3 		$5.91M Sell
701,800
-19,108
-3% -$160K 0.18% 153
2024
Q2 		$6.32M Sell
720,908
-11,392
-2% -$94K 0.21% 145
2024
Q1 		$5.92M Sell
732,300
-19,889
-3% -$158K 0.19% 150
2023
Q4 		$6.36M Sell
752,189
-53,224
-7% -$406K 0.23% 141
2023
Q3 		$5.69M Buy
+805,413
New +$5.83M 0.22% 143

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

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

Moran Wealth Management reduced its United Microelectronic (UMC) stake by 45% in Q2 2026, selling an estimated $7.01M and leaving 500,125 shares worth $13.6M. The position accounts for 0.37% of the portfolio, ranked #89.

Moran Wealth Management first reported a position in UMC in Q3 2023 and has held it in 12 quarters since. 364 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Moran Wealth Management held 500,125 shares of United Microelectronic worth $13.6M as of Q2 2026.
  • Moran Wealth Management sold 410,291 United Microelectronic shares in Q2 2026, an estimated $7.01M.
  • United Microelectronic made up 0.37% of Moran Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Moran Wealth Management first reported a position in United Microelectronic in Q3 2023 and has held it in 12 quarters since.
  • 364 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.