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Valued Wealth Advisors’s United Microelectronic UMC Stock Holding History

Valued Wealth 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 		$11.5K Hold
423
– – ﹤0.01% 289
2026
Q1 		$3.8K Hold
423
– – ﹤0.01% 444
2025
Q4 		$3.33K Hold
423
– – ﹤0.01% 353
2025
Q3 		$3.21K Hold
423
– – ﹤0.01% 343
2025
Q2 		$3.44K Hold
423
– – ﹤0.01% 330
2025
Q1 		$3.02K Hold
423
– – ﹤0.01% 371
2024
Q4 		$2.75K Hold
423
– – ﹤0.01% 371
2024
Q3 		$3.56K Hold
423
– – ﹤0.01% 319
2024
Q2 		$3.71K Hold
423
– – ﹤0.01% 301
2024
Q1 		$3.42K Hold
423
– – ﹤0.01% 285
2023
Q4 		$2.99K Buy
+423
New +$3.22K ﹤0.01% 261

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

Valued Wealth Advisors's UMC Position: Q2 2026 in Review

Valued Wealth Advisors held its United Microelectronic (UMC) position steady in Q2 2026 at 423 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Valued Wealth Advisors first reported a position in UMC in Q4 2023 and has held it in 11 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Valued Wealth Advisors held 423 shares of United Microelectronic worth $11.5K as of Q2 2026.
  • Valued Wealth Advisors left its United Microelectronic share count unchanged in Q2 2026.
  • United Microelectronic made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #289 holding.
  • Valued Wealth Advisors first reported a position in United Microelectronic in Q4 2023 and has held it in 11 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.