EWA
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EverSource Wealth Advisors’s United-Guardian UG Stock Holding History

EverSource Wealth Advisors’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
2025
Q3 		– Sell
-165
Closed -$1.31K – 4479
2025
Q2 		$1.31K Buy
+165
New +$1.36K ﹤0.01% 3659

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's UG Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of United-Guardian (UG) in Q3 2025, closing a stake of 165 shares — an estimated $1.31K sold.

EverSource Wealth Advisors first reported a position in UG in Q2 2025 and held it in 1 quarter. The position peaked at $1.31K in Q2 2025. 31 funds tracked by Wall St. Rank hold UG as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining United-Guardian position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 165 United-Guardian shares in Q3 2025, an estimated $1.31K.
  • EverSource Wealth Advisors first reported a position in United-Guardian in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's United-Guardian position peaked at $1.31K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.