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Sequoia Financial Advisors’s United Microelectronic UMC Stock Holding History

Sequoia Financial 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 		$5.09M Sell
187,208
-19,845
-10% -$339K 0.03% 352
2026
Q1 		$1.86M Buy
207,053
+9,057
+5% +$88.3K 0.01% 626
2025
Q4 		$1.56M Buy
197,996
+15,855
+9% +$120K 0.01% 683
2025
Q3 		$1.38M Buy
182,141
+5,538
+3% +$39.3K 0.01% 649
2025
Q2 		$1.35M Buy
176,603
+40,153
+29% +$298K 0.01% 582
2025
Q1 		$976K Buy
136,450
+37,105
+37% +$236K 0.01% 621
2024
Q4 		$645K Sell
99,345
-4,562
-4% -$32.7K 0.01% 721
2024
Q3 		$875K Buy
103,907
+1,701
+2% +$14.2K 0.01% 581
2024
Q2 		$895K Buy
102,206
+1,333
+1% +$11K 0.01% 503
2024
Q1 		$816K Buy
100,873
+34
+0% +$271 0.01% 526
2023
Q4 		$853K Buy
100,839
+2,246
+2% +$17.1K 0.01% 578
2023
Q3 		$696K Buy
98,593
+7,605
+8% +$55.1K 0.01% 421
2023
Q2 		$718K Buy
90,988
+5,854
+7% +$48.2K 0.01% 416
2023
Q1 		$746K Buy
85,134
+1,574
+2% +$12.8K 0.02% 370
2022
Q4 		$546K Buy
83,560
+36,578
+78% +$242K 0.01% 407
2022
Q3 		$262K Buy
46,982
+5,726
+14% +$37.8K 0.01% 429
2022
Q2 		$279K Sell
41,256
-564
-1% -$4.63K 0.01% 460
2022
Q1 		$381K Buy
41,820
+20,995
+101% +$208K 0.01% 430
2021
Q4 		$244K Buy
+20,825
New +$232K 0.01% 500

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

Sequoia Financial Advisors's UMC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its United Microelectronic (UMC) stake by 9.6% in Q2 2026, selling an estimated $339K and leaving 187,208 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #352.

Sequoia Financial Advisors first reported a position in UMC in Q4 2021 and has held it in 19 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Sequoia Financial Advisors held 187,208 shares of United Microelectronic worth $5.09M as of Q2 2026.
  • Sequoia Financial Advisors sold 19,845 United Microelectronic shares in Q2 2026, an estimated $339K.
  • United Microelectronic made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #352 holding.
  • Sequoia Financial Advisors first reported a position in United Microelectronic in Q4 2021 and has held it in 19 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.