Abacus Wealth Partners, LLC UMC UNITED MICROELECTRONICS CORP

Ownership history in Abacus Wealth Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Abacus Wealth Partners, LLC reported UNITED MICROELECTRONICS CORP (UMC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows UMC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abacus Wealth Partners, LLC's position in UNITED MICROELECTRONICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UMC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abacus Wealth Partners, LLC held UMC — position size vs. price
% of Fund (quarterly)    UMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 39,510 -16,350 -29.3% 0.11% $1.1M 2026-07-22 $21.29
2026 Q1 REDUCED 55,860 -765 -1.4% 0.05% $502K 2026-04-24 $12.07
2025 Q4 ADDED 56,625 +33,456 +144.4% 0.04% $445K 2026-02-05 $9.80
2025 Q2 INITIATED 23,169 0.03% $177K 2025-07-14 $7.31

FAQ About Abacus Wealth Partners, LLC and UMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abacus Wealth Partners, LLC reported owning UMC?

Abacus Wealth Partners, LLC reported UMC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported UMC position in Abacus Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for UMC was 0.11% in 2026 Q2.

What is the latest reported UMC position on this page?

The most recent filing on this page is 2026 Q2, when Abacus Wealth Partners, LLC reported 39,510 shares, equal to 0.11% of portfolio, with an estimated market value of $1.1M.

What does the chart on this UMC ownership page compare?

The chart compares Abacus Wealth Partners, LLC's quarterly UMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abacus Wealth Partners, LLC time their UMC position?

Based on 13F filing dates vs. subsequent UMC price moves, Abacus Wealth Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UMC relative to SPY over the holding period was +137.2%.

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