Wealthstream Advisors’s United Microelectronic UMC Stock Holding History

Wealthstream 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
2025 Q3	$179K	Sell	23,586 -1,619	-6%	-$11.5K	0.03%	190
2025 Q2	$193K	Buy	25,205 +8,740	+53%	+$64.9K	0.03%	169
2025 Q1	$118K	Buy	16,465 +2,555	+18%	+$16.3K	0.02%	155
2024 Q4	$90.3K	Sell	13,910 -2,882	-17%	-$20.6K	0.02%	159
2024 Q3	$141K	Buy	16,792 +890	+6%	+$7.45K	0.03%	149
2024 Q2	$139K	Buy	15,902 +747	+5%	+$6.16K	0.05%	139
2024 Q1	$123K	Buy	15,155 +4,128	+37%	+$32.8K	0.05%	139
2023 Q4	$93.3K	Buy	+11,027	New	+$84K	0.04%	143

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstream Advisors's UMC Position: Q3 2025 in Review

Wealthstream Advisors reduced its United Microelectronic (UMC) stake by 6.4% in Q3 2025, selling an estimated $11.5K and leaving 23,586 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #190.

Wealthstream Advisors first reported a position in UMC in Q4 2023 and has held it in 8 quarters since. The position peaked at $193K in Q2 2025. 240 funds tracked by Wall St. Rank hold UMC as of Q3 2025.

Wealthstream Advisors held 23,586 shares of United Microelectronic worth $179K as of Q3 2025.
Wealthstream Advisors sold 1,619 United Microelectronic shares in Q3 2025, an estimated $11.5K.
United Microelectronic made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #190 holding.
Wealthstream Advisors first reported a position in United Microelectronic in Q4 2023 and has held it in 8 quarters since.
Wealthstream Advisors's United Microelectronic position peaked at $193K in Q2 2025.
240 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.