Trek Financial’s United Microelectronic UMC Stock Holding History

Trek Financial’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 Q3	$309K	Sell	12,630 -11,407	-47%	-$244K	0.01%	396
2026 Q2	$654K	Sell	24,037 -9,501	-28%	-$162K	0.03%	305
2026 Q1	$301K	Buy	33,538 +7,891	+31%	+$77K	0.02%	386
2025 Q4	$202K	Buy	25,647 +5,308	+26%	+$40.3K	0.01%	439
2025 Q3	$154K	Buy	20,339 +9,093	+81%	+$64.5K	0.01%	423
2025 Q2	$86K	Buy	+11,246	New	+$83.5K	0.01%	411
2019 Q2	–	Sell	-11,954	Closed	-$22K	–	141
2019 Q1	$22K	Buy	+11,954	New	+$22K	﹤0.01%	111

Other funds holding UMC

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Trek Financial's UMC Position: Q3 2026 in Review

Trek Financial reduced its United Microelectronic (UMC) stake by 47% in Q3 2026, selling an estimated $244K and leaving 12,630 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #396.

Trek Financial first reported a position in UMC in Q1 2019 and has held it in 7 quarters since. The position peaked at $654K in Q2 2026. 105 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

Trek Financial held 12,630 shares of United Microelectronic worth $309K as of Q3 2026.
Trek Financial sold 11,407 United Microelectronic shares in Q3 2026, an estimated $244K.
United Microelectronic made up 0.01% of Trek Financial's portfolio in Q3 2026, its #396 holding.
Trek Financial first reported a position in United Microelectronic in Q1 2019 and has held it in 7 quarters since.
Trek Financial's United Microelectronic position peaked at $654K in Q2 2026.
105 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.