CogentBlue Wealth Advisors, LLC UMC — UNITED MICROELECTRONICS CORP

Ownership history in CogentBlue Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

CogentBlue Wealth Advisors, LLC reported UNITED MICROELECTRONICS CORP (UMC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows UMC at 0.18% 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 CogentBlue Wealth Advisors, 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 Q1

UMC was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

UMC stock page CogentBlue Wealth Advisors, LLC fund profile CogentBlue Wealth Advisors, LLC full holdings
How CogentBlue Wealth Advisors, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,758 +552 +1.9% 0.18% $267K 2026-04-16 $10.62
2025 Q4 ADDED — — — 29,206 +9,457 +47.9% 0.16% $230K 2026-01-16 $9.30
2025 Q3 ADDED — — — 19,749 +9,377 +90.4% 0.10% $150K 2025-10-15 $7.42
2025 Q2 REDUCED 50.0% -0.8% ✅ 10,372 -10,387 -50.0% 0.06% $79K 2025-07-17 $7.53
2025 Q1 INITIATED — — — 20,759 — — 0.13% $148K 2025-04-17 $6.40

🏢 Other funds also holding UMC

As of 2026 Q1 — sorted by position size

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 3.56% West Family Investments, Inc. 3Y 7Y 0.39% North of South Capital LLP 0.33% Moran Wealth Management, LLC 3Y 0.25% Haven Private, LLC 0.19% Ridgewood Investments LLC 3Y 7Y 0.19% Rafferty Asset Management, LLC 3Y 7Y 0.18% Ariadne Wealth Management, LP 0.17% First Affirmative Financial Network 3Y 0.16% Aquatic Capital Management LLC 3Y 0.16%

FAQ About CogentBlue Wealth Advisors, 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 CogentBlue Wealth Advisors, LLC reported owning UMC?

CogentBlue Wealth Advisors, LLC reported UMC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UMC position in CogentBlue Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for UMC was 0.18% in 2026 Q1.

What is the latest reported UMC position on this page?

The most recent filing on this page is 2026 Q1, when CogentBlue Wealth Advisors, LLC reported 29,758 shares, equal to 0.18% of portfolio, with an estimated market value of $267K.

What does the chart on this UMC ownership page compare?

The chart compares CogentBlue Wealth Advisors, 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 CogentBlue Wealth Advisors, LLC time their UMC position?

Based on 13F filing dates vs. subsequent UMC price moves, CogentBlue Wealth Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on UMC relative to SPY over the holding period was +23.2%.

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