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Mount Yale Investment Advisors’s United Microelectronic UMC Stock Holding History

Mount Yale Investment 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 		– Sell
-16,208
Closed -$146K – 1270
2026
Q1 		$146K Buy
+16,208
New +$158K ﹤0.01% 1070

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

Mount Yale Investment Advisors's UMC Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of United Microelectronic (UMC) in Q2 2026, closing a stake of 16,208 shares — an estimated $146K sold.

Mount Yale Investment Advisors first reported a position in UMC in Q1 2026 and held it in 1 quarter. The position peaked at $146K in Q1 2026. 364 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining United Microelectronic position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 16,208 United Microelectronic shares in Q2 2026, an estimated $146K.
  • Mount Yale Investment Advisors first reported a position in United Microelectronic in Q1 2026 and held it in 1 quarter.
  • Mount Yale Investment Advisors's United Microelectronic position peaked at $146K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.