TF
UMC icon

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
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

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

Trek Financial's UMC Position: Q2 2026 in Review

Trek Financial reduced its United Microelectronic (UMC) stake by 28% in Q2 2026, selling an estimated $162K and leaving 24,037 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #305.

Trek Financial first reported a position in UMC in Q1 2019 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Trek Financial held 24,037 shares of United Microelectronic worth $654K as of Q2 2026.
  • Trek Financial sold 9,501 United Microelectronic shares in Q2 2026, an estimated $162K.
  • United Microelectronic made up 0.03% of Trek Financial's portfolio in Q2 2026, its #305 holding.
  • Trek Financial first reported a position in United Microelectronic in Q1 2019 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.