PWPS
UMC icon

Pinnacle Wealth Planning Services’s United Microelectronic UMC Stock Holding History

Pinnacle Wealth Planning Services’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 		$216K Sell
24,031
-589
-2% -$5.75K 0.02% 451
2025
Q4 		$194K Sell
24,620
-698
-3% -$5.3K 0.02% 475
2025
Q3 		$192K Sell
25,318
-436
-2% -$3.09K 0.02% 456
2025
Q2 		$197K Sell
25,754
-7,262
-22% -$53.9K 0.03% 426
2025
Q1 		$236K Sell
33,016
-104
-0.3% -$663 0.04% 317
2024
Q4 		$215K Sell
33,120
-36,228
-52% -$259K 0.03% 342
2024
Q3 		$584K Sell
69,348
-99
-0.1% -$828 0.08% 164
2024
Q2 		$608K Buy
69,447
+24
+0% +$198 0.09% 148
2024
Q1 		$562K Hold
69,423
– – 0.08% 167
2023
Q4 		$587K Sell
69,423
-1,848
-3% -$14.1K 0.09% 149
2023
Q3 		$503K Buy
71,271
+3,861
+6% +$28K 0.08% 161
2023
Q2 		$532K Sell
67,410
-1,154
-2% -$9.51K 0.09% 158
2023
Q1 		$601K Sell
68,564
-1,843
-3% -$14.9K 0.1% 147
2022
Q4 		$460K Buy
70,407
+33,074
+89% +$219K 0.08% 178
2022
Q3 		$208K Sell
37,333
-14,962
-29% -$98.8K 0.04% 318
2022
Q2 		$354K Buy
52,295
+19,287
+58% +$158K 0.06% 207
2022
Q1 		$301K Buy
33,008
+3,471
+12% +$34.4K 0.05% 271
2021
Q4 		$346K Buy
29,537
+550
+2% +$6.12K 0.07% 235
2021
Q3 		$331K Buy
28,987
+173
+0.6% +$1.86K 0.07% 221
2021
Q2 		$272K Buy
28,814
+351
+1% +$3.29K 0.06% 252
2021
Q1 		$259K Buy
28,463
+590
+2% +$5.46K 0.07% 240
2020
Q4 		$235K Sell
27,873
-14,057
-34% -$91.7K 0.06% 248
2020
Q3 		$201K Hold
41,930
– – 0.07% 242
2020
Q2 		$111K Buy
41,930
+16,334
+64% +$41.1K 0.04% 248
2020
Q1 		$55K Buy
25,596
+6,670
+35% +$16.8K 0.03% 226
2019
Q4 		$50K Buy
18,926
+3,339
+21% +$8.06K 0.02% 242
2019
Q3 		$32K Buy
+15,587
New +$33.2K 0.02% 205

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

Pinnacle Wealth Planning Services's UMC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its United Microelectronic (UMC) stake by 2.4% in Q1 2026, selling an estimated $5.75K and leaving 24,031 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #451.

Pinnacle Wealth Planning Services first reported a position in UMC in Q3 2019 and has held it in 27 quarters since. The position peaked at $608K in Q2 2024. 316 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 24,031 shares of United Microelectronic worth $216K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 589 United Microelectronic shares in Q1 2026, an estimated $5.75K.
  • United Microelectronic made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #451 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Microelectronic in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's United Microelectronic position peaked at $608K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.