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Ritholtz Wealth Management’s United Microelectronic UMC Stock Holding History

Ritholtz Wealth Management’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 		$2.72M Buy
100,009
+16,299
+19% +$279K 0.04% 338
2026
Q1 		$752K Buy
83,710
+580
+0.7% +$5.66K 0.01% 643
2025
Q4 		$653K Sell
83,130
-191
-0.2% -$1.45K 0.01% 638
2025
Q3 		$632K Sell
83,321
-4,342
-5% -$30.8K 0.01% 617
2025
Q2 		$671K Buy
87,663
+2,020
+2% +$15K 0.01% 554
2025
Q1 		$612K Sell
85,643
-16,114
-16% -$103K 0.02% 537
2024
Q4 		$660K Sell
101,757
-8,915
-8% -$63.8K 0.02% 481
2024
Q3 		$932K Buy
110,672
+3,414
+3% +$28.6K 0.03% 385
2024
Q2 		$940K Sell
107,258
-4,760
-4% -$39.3K 0.03% 361
2024
Q1 		$906K Sell
112,018
-1,245
-1% -$9.9K 0.03% 385
2023
Q4 		$958K Sell
113,263
-3,167
-3% -$24.1K 0.04% 339
2023
Q3 		$822K Sell
116,430
-4,864
-4% -$35.2K 0.04% 333
2023
Q2 		$957K Sell
121,294
-1,290
-1% -$10.6K 0.04% 282
2023
Q1 		$1.07M Sell
122,584
-15,598
-11% -$126K 0.05% 246
2022
Q4 		$902K Sell
138,182
-1,549
-1% -$10.3K 0.05% 250
2022
Q3 		$778K Sell
139,731
-6,700
-5% -$44.2K 0.04% 300
2022
Q2 		$991K Sell
146,431
-37,568
-20% -$308K 0.06% 184
2022
Q1 		$1.68M Sell
183,999
-42,064
-19% -$417K 0.11% 109
2021
Q4 		$2.65M Sell
226,063
-47,564
-17% -$529K 0.16% 62
2021
Q3 		$3.13M Sell
273,627
-47,936
-15% -$514K 0.22% 46
2021
Q2 		$3.04M Buy
321,563
+38,893
+14% +$364K 0.22% 46
2021
Q1 		$2.58M Buy
282,670
+46,521
+20% +$430K 0.21% 48
2020
Q4 		$1.99M Buy
236,149
+64,315
+37% +$419K 0.19% 60
2020
Q3 		$823K Buy
171,834
+64,294
+60% +$239K 0.09% 91
2020
Q2 		$284K Buy
107,540
+86,961
+423% +$219K 0.04% 187
2020
Q1 		$45K Buy
20,579
+8,193
+66% +$20.7K 0.01% 166
2019
Q4 		$33K Buy
+12,386
New +$29.9K ﹤0.01% 150

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

Ritholtz Wealth Management's UMC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its United Microelectronic (UMC) stake by 19% in Q2 2026, buying an estimated $279K and bringing the position to 100,009 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #338.

Ritholtz Wealth Management first reported a position in UMC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.13M in Q3 2021. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Ritholtz Wealth Management held 100,009 shares of United Microelectronic worth $2.72M as of Q2 2026.
  • Ritholtz Wealth Management bought 16,299 United Microelectronic shares in Q2 2026, an estimated $279K.
  • United Microelectronic made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Ritholtz Wealth Management first reported a position in United Microelectronic in Q4 2019 and has held it in 27 quarters since.
  • Ritholtz Wealth Management's United Microelectronic position peaked at $3.13M in Q3 2021.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.