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PDS Planning’s United Microelectronic UMC Stock Holding History

PDS Planning’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
Q1 		$647K Sell
72,025
-1,851
-3% -$18.1K 0.04% 214
2025
Q4 		$581K Buy
73,876
+5,478
+8% +$41.6K 0.04% 228
2025
Q3 		$518K Sell
68,398
-2,360
-3% -$16.7K 0.04% 239
2025
Q2 		$541K Buy
70,758
+2,387
+3% +$17.7K 0.04% 222
2025
Q1 		$489K Buy
68,371
+10,543
+18% +$67.2K 0.04% 214
2024
Q4 		$375K Buy
57,828
+3,001
+5% +$21.5K 0.03% 235
2024
Q3 		$462K Buy
54,827
+2,374
+5% +$19.9K 0.04% 210
2024
Q2 		$459K Sell
52,453
-1,008
-2% -$8.31K 0.05% 186
2024
Q1 		$432K Buy
53,461
+1,122
+2% +$8.93K 0.05% 186
2023
Q4 		$443K Sell
52,339
-429
-0.8% -$3.27K 0.05% 165
2023
Q3 		$373K Buy
52,768
+2,593
+5% +$18.8K 0.05% 176
2023
Q2 		$396K Buy
50,175
+883
+2% +$7.27K 0.05% 167
2023
Q1 		$432K Buy
49,292
+19,150
+64% +$155K 0.06% 137
2022
Q4 		$197K Buy
30,142
+4,254
+16% +$28.2K 0.03% 204
2022
Q3 		$144K Buy
25,888
+1,321
+5% +$8.72K 0.03% 188
2022
Q2 		$166K Buy
24,567
+3,995
+19% +$32.8K 0.03% 196
2022
Q1 		$188K Buy
20,572
+3,538
+21% +$35.1K 0.03% 215
2021
Q4 		$199K Sell
17,034
-4,362
-20% -$48.5K 0.04% 199
2021
Q3 		$245K Sell
21,396
-3,858
-15% -$41.4K 0.06% 156
2021
Q2 		$239K Buy
25,254
+2,787
+12% +$26.1K 0.06% 156
2021
Q1 		$205K Sell
22,467
-2,215
-9% -$20.5K 0.06% 158
2020
Q4 		$208K Sell
24,682
-2,409
-9% -$15.7K 0.07% 144
2020
Q3 		$130K Sell
27,091
-3,109
-10% -$11.5K 0.05% 131
2020
Q2 		$80K Buy
30,200
+14,788
+96% +$37.2K 0.04% 127
2020
Q1 		$33K Buy
15,412
+3,477
+29% +$8.77K 0.02% 99
2019
Q4 		$32K Hold
11,935
– – 0.02% 104
2019
Q3 		$25K Buy
11,935
+568
+5% +$1.21K 0.02% 99
2019
Q2 		$25K Hold
11,367
– – 0.02% 93
2019
Q1 		$21K Buy
+11,367
New +$21K 0.02% 87

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

PDS Planning's UMC Position: Q1 2026 in Review

PDS Planning reduced its United Microelectronic (UMC) stake by 2.5% in Q1 2026, selling an estimated $18.1K and leaving 72,025 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #214.

PDS Planning first reported a position in UMC in Q1 2019 and has held it in 29 quarters since. 316 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • PDS Planning held 72,025 shares of United Microelectronic worth $647K as of Q1 2026.
  • PDS Planning sold 1,851 United Microelectronic shares in Q1 2026, an estimated $18.1K.
  • United Microelectronic made up 0.04% of PDS Planning's portfolio in Q1 2026, its #214 holding.
  • PDS Planning first reported a position in United Microelectronic in Q1 2019 and has held it in 29 quarters since.
  • 316 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.