Fidelity Investments
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Fidelity Investments’s United-Guardian UG Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-171
Closed -$1.33K – 5594
2025
Q3 		$1.33K Hold
171
– – ﹤0.01% 4985
2025
Q2 		$1.36K Hold
171
– – ﹤0.01% 4919
2025
Q1 		$1.54K Sell
171
-90
-34% -$926 ﹤0.01% 4918
2024
Q4 		$2.52K Hold
261
– – ﹤0.01% 4783
2024
Q3 		$4.15K Sell
261
-2,678
-91% -$33.5K ﹤0.01% 4661
2024
Q2 		$26.3K Buy
+2,939
New +$25.2K ﹤0.01% 3945
2022
Q3 		– Sell
-159
Closed -$2K – 5417
2022
Q2 		$2K Sell
159
-471
-75% -$9.33K ﹤0.01% 4607
2022
Q1 		$14K Buy
+630
New +$11.7K ﹤0.01% 4138
2020
Q3 		– Sell
-124
Closed -$2K – 4014
2020
Q2 		$2K Buy
124
+39
+46% +$583 ﹤0.01% 3400
2020
Q1 		$1K Hold
85
– – ﹤0.01% 3539
2019
Q4 		$2K Sell
85
-180
-68% -$3.46K ﹤0.01% 3587
2019
Q3 		$5K Buy
265
+180
+212% +$3.5K ﹤0.01% 3412
2019
Q2 		$2K Hold
85
– – ﹤0.01% 3553
2019
Q1 		$2K Hold
85
– – ﹤0.01% 3445
2018
Q4 		$2K Sell
85
-18
-17% -$309 ﹤0.01% 3341
2018
Q3 		$2K Buy
+103
New +$1.89K ﹤0.01% 3409

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Fidelity Investments's UG Position: Q4 2025 in Review

Fidelity Investments sold out of United-Guardian (UG) in Q4 2025, closing a stake of 171 shares — an estimated $1.33K sold.

Fidelity Investments first reported a position in UG in Q3 2018 and held it in 16 quarters. The position peaked at $26.3K in Q2 2024. 26 funds tracked by Wall St. Rank hold UG as of Q4 2025.

  • Fidelity Investments reported no remaining United-Guardian position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 171 United-Guardian shares in Q4 2025, an estimated $1.33K.
  • Fidelity Investments first reported a position in United-Guardian in Q3 2018 and held it in 16 quarters.
  • Fidelity Investments's United-Guardian position peaked at $26.3K in Q2 2024.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.