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Venturi Wealth Management’s United Microelectronic UMC Stock Holding History

Venturi Wealth Management’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 		$452K Buy
16,612
+1,571
+10% +$26.9K 0.02% 402
2026
Q1 		$135K Buy
15,041
+427
+3% +$4.17K 0.01% 591
2025
Q4 		$115K Buy
+14,614
New +$111K 0.01% 577
2025
Q1 		– Sell
-968
Closed -$6.28K – 1759
2024
Q4 		$6.28K Buy
968
+468
+94% +$3.35K ﹤0.01% 1579
2024
Q3 		$4.21K Buy
+500
New +$4.18K ﹤0.01% 1521

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

Venturi Wealth Management's UMC Position: Q2 2026 in Review

Venturi Wealth Management increased its United Microelectronic (UMC) stake by 10% in Q2 2026, buying an estimated $26.9K and bringing the position to 16,612 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #402.

Venturi Wealth Management first reported a position in UMC in Q3 2024 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Venturi Wealth Management held 16,612 shares of United Microelectronic worth $452K as of Q2 2026.
  • Venturi Wealth Management bought 1,571 United Microelectronic shares in Q2 2026, an estimated $26.9K.
  • United Microelectronic made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Venturi Wealth Management first reported a position in United Microelectronic in Q3 2024 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.