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Physician Wealth Advisors’s United Microelectronic UMC Stock Holding History

Physician Wealth 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 		$13.8K Sell
508
-51
-9% -$872 ﹤0.01% 788
2026
Q1 		$5.02K Sell
559
-60
-10% -$585 ﹤0.01% 1006
2025
Q4 		$4.87K Buy
619
+247
+66% +$1.87K ﹤0.01% 978
2025
Q3 		$2.82K Sell
372
-3
-0.8% -$21 ﹤0.01% 1087
2025
Q2 		$2.87K Buy
375
+174
+87% +$1.29K ﹤0.01% 926
2025
Q1 		$1.44K Buy
+201
New +$1.28K ﹤0.01% 940

Other funds holding UMC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Physician Wealth Advisors's UMC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its United Microelectronic (UMC) stake by 9.1% in Q2 2026, selling an estimated $872 and leaving 508 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Physician Wealth Advisors first reported a position in UMC in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Physician Wealth Advisors held 508 shares of United Microelectronic worth $13.8K as of Q2 2026.
  • Physician Wealth Advisors sold 51 United Microelectronic shares in Q2 2026, an estimated $872.
  • United Microelectronic made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #788 holding.
  • Physician Wealth Advisors first reported a position in United Microelectronic in Q1 2025 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.