First Manhattan’s United-Guardian UG Stock Holding History

First Manhattan’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	$93.3K	Sell	13,062 -3,000	-19%	-$20.8K	﹤0.01%	736
2026 Q1	$108K	Sell	16,062 -1,000	-6%	-$6.57K	﹤0.01%	739
2025 Q4	$105K	Hold	17,062	–	–	﹤0.01%	713
2025 Q3	$134K	Hold	17,062	–	–	﹤0.01%	694
2025 Q2	$136K	Hold	17,062	–	–	﹤0.01%	678
2025 Q1	$153K	Hold	17,062	–	–	﹤0.01%	654
2024 Q4	$163K	Hold	17,062	–	–	﹤0.01%	661
2024 Q3	$271K	Hold	17,062	–	–	﹤0.01%	596
2024 Q2	$153K	Hold	17,062	–	–	﹤0.01%	638
2024 Q1	$131K	Hold	17,062	–	–	﹤0.01%	720
2023 Q4	$123K	Hold	17,062	–	–	﹤0.01%	728
2023 Q3	$128K	Hold	17,062	–	–	﹤0.01%	731
2023 Q2	$141K	Hold	17,062	–	–	﹤0.01%	708
2023 Q1	$160K	Hold	17,062	–	–	﹤0.01%	724
2022 Q4	$178K	Hold	17,062	–	–	﹤0.01%	723
2022 Q3	$193K	Hold	17,062	–	–	﹤0.01%	700
2022 Q2	$255K	Hold	17,062	–	–	﹤0.01%	669
2022 Q1	$387K	Hold	17,062	–	–	﹤0.01%	633
2021 Q4	$280K	Hold	17,062	–	–	﹤0.01%	684
2021 Q3	$242K	Hold	17,062	–	–	﹤0.01%	702
2021 Q2	$256K	Hold	17,062	–	–	﹤0.01%	690
2021 Q1	$258K	Hold	17,062	–	–	﹤0.01%	660
2020 Q4	$245K	Hold	17,062	–	–	﹤0.01%	635
2020 Q3	$258K	Hold	17,062	–	–	﹤0.01%	610
2020 Q2	$252K	Hold	17,062	–	–	﹤0.01%	605
2020 Q1	$246K	Hold	17,062	–	–	﹤0.01%	582
2019 Q4	$335K	Hold	17,062	–	–	﹤0.01%	596
2019 Q3	$323K	Hold	17,062	–	–	﹤0.01%	602
2019 Q2	$320K	Hold	17,062	–	–	﹤0.01%	617
2019 Q1	$326K	Hold	17,062	–	–	﹤0.01%	623
2018 Q4	$312K	Hold	17,062	–	–	﹤0.01%	614
2018 Q3	$275K	Hold	17,062	–	–	﹤0.01%	675
2018 Q2	$326K	Buy	17,062 +3,000	+21%	+$55.4K	﹤0.01%	617
2018 Q1	$250K	Hold	14,062	–	–	﹤0.01%	645
2017 Q4	$260K	Hold	14,062	–	–	﹤0.01%	660
2017 Q3	$274K	Hold	14,062	–	–	﹤0.01%	628
2017 Q2	$217K	Hold	14,062	–	–	﹤0.01%	656
2017 Q1	$208K	Hold	14,062	–	–	﹤0.01%	679
2016 Q4	$217K	Hold	14,062	–	–	﹤0.01%	647
2016 Q3	$206K	Hold	14,062	–	–	﹤0.01%	661
2016 Q2	$225K	Hold	14,062	–	–	﹤0.01%	659
2016 Q1	$290K	Hold	14,062	–	–	﹤0.01%	599
2015 Q4	$269K	Hold	14,062	–	–	﹤0.01%	619
2015 Q3	$253K	Hold	14,062	–	–	﹤0.01%	620
2015 Q2	$268K	Hold	14,062	–	–	﹤0.01%	630
2015 Q1	$262K	Hold	14,062	–	–	﹤0.01%	628
2014 Q4	$278K	Hold	14,062	–	–	﹤0.01%	630
2014 Q3	$314K	Hold	14,062	–	–	﹤0.01%	606
2014 Q2	$402K	Hold	14,062	–	–	﹤0.01%	555
2014 Q1	$411K	Hold	14,062	–	–	﹤0.01%	545
2013 Q4	$396K	Hold	14,062	–	–	﹤0.01%	548
2013 Q3	$352K	Hold	14,062	–	–	﹤0.01%	557
2013 Q2	$390K	Buy	+14,062	New	+$335K	﹤0.01%	544

Other funds holding UG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

First Manhattan's UG Position: Q2 2026 in Review

First Manhattan reduced its United-Guardian (UG) stake by 19% in Q2 2026, selling an estimated $20.8K and leaving 13,062 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

First Manhattan first reported a position in UG in Q2 2013 and has held it in 53 quarters since. The position peaked at $411K in Q1 2014. 28 funds tracked by Wall St. Rank hold UG as of Q2 2026.

First Manhattan held 13,062 shares of United-Guardian worth $93.3K as of Q2 2026.
First Manhattan sold 3,000 United-Guardian shares in Q2 2026, an estimated $20.8K.
United-Guardian made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #736 holding.
First Manhattan first reported a position in United-Guardian in Q2 2013 and has held it in 53 quarters since.
First Manhattan's United-Guardian position peaked at $411K in Q1 2014.
28 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.