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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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Venturi Wealth Management's UMC Position: Q1 2026 in Review

Venturi Wealth Management increased its United Microelectronic (UMC) stake by 2.9% in Q1 2026, buying an estimated $4.17K and bringing the position to 15,041 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #591.

Venturi Wealth Management first reported a position in UMC in Q3 2024 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

  • Venturi Wealth Management held 15,041 shares of United Microelectronic worth $135K as of Q1 2026.
  • Venturi Wealth Management bought 427 United Microelectronic shares in Q1 2026, an estimated $4.17K.
  • United Microelectronic made up 0.01% of Venturi Wealth Management's portfolio in Q1 2026, its #591 holding.
  • Venturi Wealth Management first reported a position in United Microelectronic in Q3 2024 and has held it in 4 quarters since.
  • 316 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.