United Capital Financial Advisors
UMC icon

United Capital Financial Advisors’s United Microelectronic UMC Stock Holding History

United Capital Financial Advisors’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 		$959K Buy
35,252
+11,667
+49% +$199K 0.01% 813
2026
Q1 		$212K Buy
23,585
+4,183
+22% +$40.8K ﹤0.01% 1534
2025
Q4 		$153K Buy
19,402
+1,877
+11% +$14.2K ﹤0.01% 1337
2025
Q3 		$133K Buy
17,525
+193
+1% +$1.37K ﹤0.01% 1184
2025
Q2 		$133K Buy
17,332
+907
+6% +$6.73K ﹤0.01% 1073
2025
Q1 		$117K Buy
16,425
+3,511
+27% +$22.4K ﹤0.01% 1041
2024
Q4 		$83.8K Sell
12,914
-3,446
-21% -$24.7K ﹤0.01% 1047
2024
Q3 		$138K Buy
16,360
+2,393
+17% +$20K ﹤0.01% 1028
2024
Q2 		$122K Buy
13,967
+3,081
+28% +$25.4K ﹤0.01% 999
2024
Q1 		$88.1K Buy
10,886
+347
+3% +$2.76K ﹤0.01% 1052
2023
Q4 		$89.2K Buy
+10,539
New +$80.3K ﹤0.01% 1041

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

United Capital Financial Advisors's UMC Position: Q2 2026 in Review

United Capital Financial Advisors increased its United Microelectronic (UMC) stake by 49% in Q2 2026, buying an estimated $199K and bringing the position to 35,252 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #813.

United Capital Financial Advisors first reported a position in UMC in Q4 2023 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • United Capital Financial Advisors held 35,252 shares of United Microelectronic worth $959K as of Q2 2026.
  • United Capital Financial Advisors bought 11,667 United Microelectronic shares in Q2 2026, an estimated $199K.
  • United Microelectronic made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #813 holding.
  • United Capital Financial Advisors first reported a position in United Microelectronic in Q4 2023 and has held it in 11 quarters since.
  • 364 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.