Pinnacle Wealth Planning Services
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
Q3 		$461K Sell
18,805
-2,287
-11% -$48.9K 0.04% 248
2026
Q2 		$574K Sell
21,092
-2,939
-12% -$50.2K 0.05% 199
2026
Q1 		$216K Sell
24,031
-589
-2% -$5.74K 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% -$9.5K 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

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's UMC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its United Microelectronic (UMC) stake by 11% in Q3 2026, selling an estimated $48.9K and leaving 18,805 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #248.

Pinnacle Wealth Planning Services first reported a position in UMC in Q3 2019 and has held it in 29 quarters since. The position peaked at $608K in Q2 2024. 105 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 18,805 shares of United Microelectronic worth $461K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2,287 United Microelectronic shares in Q3 2026, an estimated $48.9K.
  • United Microelectronic made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #248 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Microelectronic in Q3 2019 and has held it in 29 quarters since.
  • Pinnacle Wealth Planning Services's United Microelectronic position peaked at $608K in Q2 2024.
  • 105 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.