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SHP Wealth Management’s United Microelectronic UMC Stock Holding History

SHP 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
Q1 		$20.5K Buy
2,282
+404
+22% +$3.94K ﹤0.01% 718
2025
Q4 		$14.8K Buy
+1,878
New +$14.2K ﹤0.01% 742

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

SHP Wealth Management's UMC Position: Q1 2026 in Review

SHP Wealth Management increased its United Microelectronic (UMC) stake by 22% in Q1 2026, buying an estimated $3.94K and bringing the position to 2,282 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

SHP Wealth Management first reported a position in UMC in Q4 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • SHP Wealth Management held 2,282 shares of United Microelectronic worth $20.5K as of Q1 2026.
  • SHP Wealth Management bought 404 United Microelectronic shares in Q1 2026, an estimated $3.94K.
  • United Microelectronic made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #718 holding.
  • SHP Wealth Management first reported a position in United Microelectronic in Q4 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.