Wealthspire Advisors (New York)’s United Microelectronic UMC Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-10,006	Closed	-$78.6K	–	1097
2025 Q4	$78.6K	Buy	10,006 +9,527	+1,989%	+$72.3K	﹤0.01%	1006
2025 Q3	$3.63K	Buy	+479	New	+$3.4K	﹤0.01%	2444
2021 Q2	–	Sell	-12,145	Closed	-$111K	–	649
2021 Q1	$111K	Sell	12,145 -1,693	-12%	-$15.7K	﹤0.01%	691
2020 Q4	$117K	Sell	13,838 -1,649	-11%	-$10.8K	﹤0.01%	566
2020 Q3	$74K	Sell	15,487 -2,552	-14%	-$9.47K	﹤0.01%	321
2020 Q2	$48K	Sell	18,039 -4,152	-19%	-$10.4K	﹤0.01%	276
2020 Q1	$48K	Buy	22,191 +6,473	+41%	+$16.3K	﹤0.01%	539
2019 Q4	$42K	Buy	15,718 +3,827	+32%	+$9.24K	﹤0.01%	212
2019 Q3	$25K	Buy	+11,891	New	+$25.4K	﹤0.01%	167
2019 Q1	–	Sell	-665	Closed	-$1K	–	747
2018 Q4	$1K	Buy	+665	New	+$1.28K	﹤0.01%	845

Other funds holding UMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s UMC Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of United Microelectronic (UMC) in Q1 2026, closing a stake of 10,006 shares — an estimated $78.6K sold.

Wealthspire Advisors (New York) first reported a position in UMC in Q4 2018 and held it in 10 quarters. The position peaked at $117K in Q4 2020. 317 funds tracked by Wall St. Rank hold UMC as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining United Microelectronic position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,006 United Microelectronic shares in Q1 2026, an estimated $78.6K.
Wealthspire Advisors (New York) first reported a position in United Microelectronic in Q4 2018 and held it in 10 quarters.
Wealthspire Advisors (New York)'s United Microelectronic position peaked at $117K in Q4 2020.
317 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.