BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s United Microelectronic UMC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-1,000	Closed	-$27.2K	–	2549
2026 Q2	$27.2K	Hold	1,000	–	–	﹤0.01%	1156
2026 Q1	$8.98K	Hold	1,000	–	–	﹤0.01%	1621
2025 Q4	$7.86K	Hold	1,000	–	–	﹤0.01%	1710
2025 Q3	$7.58K	Hold	1,000	–	–	﹤0.01%	1687
2025 Q2	$7.65K	Hold	1,000	–	–	﹤0.01%	1635
2025 Q1	$7.15K	Hold	1,000	–	–	﹤0.01%	1651
2024 Q4	$6.49K	Hold	1,000	–	–	﹤0.01%	1613
2024 Q3	$8.42K	Buy	+1,000	New	+$8.37K	﹤0.01%	1584

Other funds holding UMC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s UMC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of United Microelectronic (UMC) in Q3 2026, closing a stake of 1,000 shares — an estimated $27.2K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in UMC in Q3 2024 and held it in 8 quarters. The position peaked at $27.2K in Q2 2026. 300 funds tracked by Wall St. Rank hold UMC as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining United Microelectronic position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,000 United Microelectronic shares in Q3 2026, an estimated $27.2K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in United Microelectronic in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s United Microelectronic position peaked at $27.2K in Q2 2026.
300 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.