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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
Q2 		$75.3K Buy
2,767
+485
+21% +$8.29K 0.01% 462
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
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

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

SHP Wealth Management increased its United Microelectronic (UMC) stake by 21% in Q2 2026, buying an estimated $8.29K and bringing the position to 2,767 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #462.

SHP Wealth Management first reported a position in UMC in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • SHP Wealth Management held 2,767 shares of United Microelectronic worth $75.3K as of Q2 2026.
  • SHP Wealth Management bought 485 United Microelectronic shares in Q2 2026, an estimated $8.29K.
  • United Microelectronic made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #462 holding.
  • SHP Wealth Management first reported a position in United Microelectronic in Q4 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.