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Savvy Advisors Inc’s United Microelectronic UMC Stock Holding History

Savvy Advisors Inc’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
2025
Q2 		– Sell
-14,201
Closed -$102K – 674
2025
Q1 		$102K Buy
14,201
+945
+7% +$6.02K 0.01% 505
2024
Q4 		$86K Buy
+13,256
New +$94.9K 0.01% 440

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Savvy Advisors Inc's UMC Position: Q2 2025 in Review

Savvy Advisors Inc sold out of United Microelectronic (UMC) in Q2 2025, closing a stake of 14,201 shares — an estimated $102K sold.

Savvy Advisors Inc first reported a position in UMC in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q1 2025. 239 funds tracked by Wall St. Rank hold UMC as of Q2 2025.

  • Savvy Advisors Inc reported no remaining United Microelectronic position as of Q2 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 14,201 United Microelectronic shares in Q2 2025, an estimated $102K.
  • Savvy Advisors Inc first reported a position in United Microelectronic in Q4 2024 and held it in 2 quarters.
  • Savvy Advisors Inc's United Microelectronic position peaked at $102K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2025.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.