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Valeo Financial Advisors’s United Microelectronic UMC Stock Holding History

Valeo 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 		$329K Buy
+12,093
New +$207K 0.01% 592
2025
Q3 		– Sell
-10,683
Closed -$81.7K – 886
2025
Q2 		$81.7K Buy
+10,683
New +$79.3K ﹤0.01% 745
2021
Q2 		– Sell
-5,448
Closed -$50K – 1750
2021
Q1 		$50K Hold
5,448
– – ﹤0.01% 871
2020
Q4 		$46K Hold
5,448
– – ﹤0.01% 810
2020
Q3 		$26K Buy
+5,448
New +$20.2K ﹤0.01% 857

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

Valeo Financial Advisors's UMC Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in United Microelectronic (UMC) in Q2 2026: 12,093 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in UMC as recently as Q2 2025.

Valeo Financial Advisors first reported a position in UMC in Q3 2020 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Valeo Financial Advisors held 12,093 shares of United Microelectronic worth $329K as of Q2 2026.
  • United Microelectronic was a new Valeo Financial Advisors position in Q2 2026.
  • United Microelectronic made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #592 holding.
  • Valeo Financial Advisors first reported a position in United Microelectronic in Q3 2020 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.