BlackRock
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BlackRock’s United-Guardian UG Stock Holding History

BlackRock’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
14,714
+3,050
+26% +$21.2K ﹤0.01% 4990
2026
Q1 		$78.1K Buy
11,664
+702
+6% +$4.61K ﹤0.01% 5017
2025
Q4 		$67.5K Buy
10,962
+324
+3% +$2.14K ﹤0.01% 4985
2025
Q3 		$83.6K Buy
10,638
+216
+2% +$1.78K ﹤0.01% 4870
2025
Q2 		$83.4K Sell
10,422
-864
-8% -$7.15K ﹤0.01% 4878
2025
Q1 		$101K Sell
11,286
-554
-5% -$5.7K ﹤0.01% 4767
2024
Q4 		$113K Buy
11,840
+69
+0.6% +$792 ﹤0.01% 4763
2024
Q3 		$187K Buy
11,771
+86
+0.7% +$1.07K ﹤0.01% 4541
2024
Q2 		$104K Buy
11,685
+512
+5% +$4.39K ﹤0.01% 4692
2024
Q1 		$85.5K Sell
11,173
-372
-3% -$2.98K ﹤0.01% 4769
2023
Q4 		$83.1K Sell
11,545
-114
-1% -$832 ﹤0.01% 4859
2023
Q3 		$87.8K Sell
11,659
-336
-3% -$2.62K ﹤0.01% 4884
2023
Q2 		$99.1K Buy
11,995
+781
+7% +$7.18K ﹤0.01% 4915
2023
Q1 		$105K Sell
11,214
-17,824
-61% -$193K ﹤0.01% 4940
2022
Q4 		$303K Sell
29,038
-33
-0.1% -$397 ﹤0.01% 4739
2022
Q3 		$330K Sell
29,071
-705
-2% -$10.3K ﹤0.01% 4840
2022
Q2 		$446K Sell
29,776
-1,688
-5% -$33.4K ﹤0.01% 4805
2022
Q1 		$716K Sell
31,464
-2,750
-8% -$51.3K ﹤0.01% 4775
2021
Q4 		$563K Buy
34,214
+218
+0.6% +$3.29K ﹤0.01% 4837
2021
Q3 		$483K Sell
33,996
-799
-2% -$12.2K ﹤0.01% 4763
2021
Q2 		$522K Buy
34,795
+2,691
+8% +$41.6K ﹤0.01% 4685
2021
Q1 		$486K Buy
32,104
+2,171
+7% +$31.2K ﹤0.01% 4614
2020
Q4 		$431K Buy
29,933
+1,611
+6% +$23.5K ﹤0.01% 4373
2020
Q3 		$429K Buy
28,322
+3,521
+14% +$52.6K ﹤0.01% 4290
2020
Q2 		$368K Sell
24,801
-1,667
-6% -$24.9K ﹤0.01% 4269
2020
Q1 		$382K Buy
26,468
+699
+3% +$11.5K ﹤0.01% 4109
2019
Q4 		$506K Buy
25,769
+160
+0.6% +$3.07K ﹤0.01% 4160
2019
Q3 		$486K Buy
25,609
+212
+0.8% +$4.13K ﹤0.01% 4170
2019
Q2 		$478K Buy
25,397
+2,039
+9% +$39.3K ﹤0.01% 4199
2019
Q1 		$448K Buy
23,358
+373
+2% +$7.3K ﹤0.01% 4115
2018
Q4 		$421K Buy
22,985
+974
+4% +$16.7K ﹤0.01% 4099
2018
Q3 		$356K Buy
22,011
+719
+3% +$13.2K ﹤0.01% 4197
2018
Q2 		$409K Buy
21,292
+1,399
+7% +$25.8K ﹤0.01% 4152
2018
Q1 		$354K Buy
19,893
+111
+0.6% +$2.03K ﹤0.01% 4098
2017
Q4 		$366K Sell
19,782
-2,075
-9% -$38.2K ﹤0.01% 4099
2017
Q3 		$427K Buy
21,857
+127
+0.6% +$2.1K ﹤0.01% 4086
2017
Q2 		$336K Sell
21,730
-640
-3% -$9.51K ﹤0.01% 4118
2017
Q1 		$332K Buy
+22,370
New +$339K ﹤0.01% 4080

Other funds holding UG

RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

BlackRock's UG Position: Q2 2026 in Review

BlackRock increased its United-Guardian (UG) stake by 26% in Q2 2026, buying an estimated $21.2K and bringing the position to 14,714 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #4990.

BlackRock first reported a position in UG in Q1 2017 and has held it in 38 quarters since. The position peaked at $716K in Q1 2022. 8 funds tracked by Wall St. Rank hold UG as of Q2 2026.

  • BlackRock held 14,714 shares of United-Guardian worth $105K as of Q2 2026.
  • BlackRock bought 3,050 United-Guardian shares in Q2 2026, an estimated $21.2K.
  • United-Guardian made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #4990 holding.
  • BlackRock first reported a position in United-Guardian in Q1 2017 and has held it in 38 quarters since.
  • BlackRock's United-Guardian position peaked at $716K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.