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True Wealth Design’s United Microelectronic UMC Stock Holding History

True Wealth Design’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 		$29.1K Buy
1,070
+156
+17% +$2.67K 0.01% 686
2026
Q1 		$8.21K Buy
914
+25
+3% +$244 ﹤0.01% 1039
2025
Q4 		$6.99K Buy
889
+296
+50% +$2.25K ﹤0.01% 972
2025
Q3 		$4.5K Buy
593
+234
+65% +$1.66K ﹤0.01% 1118
2025
Q2 		$2.75K Sell
359
-292
-45% -$2.17K ﹤0.01% 1041
2025
Q1 		$4.66K Buy
651
+188
+41% +$1.2K ﹤0.01% 710
2024
Q4 		$3K Sell
463
-403
-47% -$2.88K ﹤0.01% 644
2024
Q3 		$7.29K Sell
866
-102,250
-99% -$855K ﹤0.01% 481
2024
Q2 		$903K Buy
103,116
+1,268
+1% +$10.5K 0.22% 48
2024
Q1 		$824K Buy
101,848
+462
+0.5% +$3.68K 0.21% 81
2023
Q4 		$858K Sell
101,386
-869
-0.8% -$6.62K 0.24% 52
2023
Q3 		$722K Buy
102,255
+5,712
+6% +$41.4K 0.24% 80
2023
Q2 		$762K Sell
96,543
-141
-0.1% -$1.16K 0.28% 75
2023
Q1 		$847K Buy
96,684
+96,608
+127,116% +$783K 0.36% 44
2022
Q4 		$496 Buy
+76
New +$503 ﹤0.01% 451

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

True Wealth Design's UMC Position: Q2 2026 in Review

True Wealth Design increased its United Microelectronic (UMC) stake by 17% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,070 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #686.

True Wealth Design first reported a position in UMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $903K in Q2 2024. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • True Wealth Design held 1,070 shares of United Microelectronic worth $29.1K as of Q2 2026.
  • True Wealth Design bought 156 United Microelectronic shares in Q2 2026, an estimated $2.67K.
  • United Microelectronic made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #686 holding.
  • True Wealth Design first reported a position in United Microelectronic in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's United Microelectronic position peaked at $903K in Q2 2024.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.