UMC β€” UNITED MICROELECTRONICS CORP

Ownership history in Moran Wealth Management, LLC  Β·  10 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported UNITED MICROELECTRONICS CORP (UMC) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows UMC at 0.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, 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
2025 Q4

UMC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Moran Wealth Management, LLC held UMC β€” position size vs. price
% of Fund (quarterly)    UMC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 792,367 +95,871 +13.8% 0.19% $6.2M 2026-02-14 (Est.) $10.42
2025 Q3 ADDED 696,496 +24,372 +3.6% 0.16% $5.3M 2025-10-23 $7.52
2025 Q2 ADDED 672,124 +10,777 +1.6% 0.16% $5.1M 2025-07-28 $7.20
2025 Q1 ADDED 661,347 +44,572 +7.2% 0.16% $4.7M 2025-04-23 $6.60
2024 Q4 REDUCED 616,775 -85,025 -12.1% 0.13% $4.0M 2025-02-07 $5.67
2024 Q3 REDUCED 701,800 -19,108 -2.7% 0.18% $5.9M 2024-11-08 $6.73
2024 Q2 REDUCED 720,908 -11,392 -1.6% 0.21% $6.3M 2024-08-13 $8.21
2024 Q1 REDUCED 732,300 -19,889 -2.6% 0.19% $5.9M 2024-05-15 $7.30
2023 Q4 REDUCED 752,189 -53,224 -6.6% 0.23% $6.4M 2024-02-08 $7.17
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UMC

As of 2026 Q1 β€” sorted by position size

Ridgewood Investments LLC 3Y 7Y 0.19% GAMMA Investing LLC 0.01% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Moran Wealth Management, 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 Moran Wealth Management, LLC reported owning UMC?

Moran Wealth Management, LLC reported UMC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UMC position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for UMC was 0.23% in 2023 Q4.

What is the latest reported UMC position on this page?

The most recent filing on this page is 2025 Q4, when Moran Wealth Management, LLC reported 792,367 shares, equal to 0.19% of portfolio, with an estimated market value of $6.2M.

What does the chart on this UMC ownership page compare?

The chart compares Moran Wealth Management, 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.

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