GI
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GAMCO Investors’s United-Guardian UG Stock Holding History

GAMCO Investors’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
Q1 		$1.1M Buy
164,388
+1,888
+1% +$12.4K 0.01% 609
2025
Q4 		$1M Buy
162,500
+3,000
+2% +$19.8K 0.01% 650
2025
Q3 		$1.25M Hold
159,500
– – 0.01% 608
2025
Q2 		$1.28M Buy
159,500
+2,000
+1% +$16.5K 0.01% 614
2025
Q1 		$1.42M Sell
157,500
-1,000
-0.6% -$10.3K 0.02% 533
2024
Q4 		$1.52M Hold
158,500
– – 0.02% 533
2024
Q3 		$2.52M Sell
158,500
-1,000
-0.6% -$12.5K 0.03% 468
2024
Q2 		$1.43M Buy
159,500
+3,500
+2% +$30K 0.02% 543
2024
Q1 		$1.19M Hold
156,000
– – 0.01% 566
2023
Q4 		$1.12M Buy
156,000
+1,500
+1% +$10.9K 0.01% 570
2023
Q3 		$1.16M Buy
154,500
+7,000
+5% +$54.5K 0.01% 558
2023
Q2 		$1.22M Hold
147,500
– – 0.01% 554
2023
Q1 		$1.39M Hold
147,500
– – 0.01% 535
2022
Q4 		$1.54M Hold
147,500
– – 0.02% 519
2022
Q3 		$1.68M Sell
147,500
-300
-0.2% -$4.4K 0.02% 502
2022
Q2 		$2.22M Sell
147,800
-500
-0.3% -$9.9K 0.02% 452
2022
Q1 		$3.37M Hold
148,300
– – 0.03% 408
2021
Q4 		$2.44M Hold
148,300
– – 0.02% 472
2021
Q3 		$2.11M Hold
148,300
– – 0.02% 497
2021
Q2 		$2.23M Hold
148,300
– – 0.02% 504
2021
Q1 		$2.25M Hold
148,300
– – 0.02% 494
2020
Q4 		$2.13M Hold
148,300
– – 0.02% 474
2020
Q3 		$2.25M Hold
148,300
– – 0.02% 441
2020
Q2 		$2.2M Buy
148,300
+500
+0.3% +$7.47K 0.03% 442
2020
Q1 		$2.14M Hold
147,800
– – 0.03% 414
2019
Q4 		$2.9M Hold
147,800
– – 0.02% 438
2019
Q3 		$2.8M Sell
147,800
-328
-0.2% -$6.39K 0.02% 437
2019
Q2 		$2.79M Sell
148,128
-3,972
-3% -$76.5K 0.02% 454
2019
Q1 		$2.91M Sell
152,100
-600
-0.4% -$11.7K 0.02% 434
2018
Q4 		$2.8M Sell
152,700
-1,100
-0.7% -$18.9K 0.02% 416
2018
Q3 		$2.48M Sell
153,800
-1,600
-1% -$29.4K 0.02% 459
2018
Q2 		$2.98M Sell
155,400
-1,500
-1% -$27.7K 0.02% 429
2018
Q1 		$2.79M Hold
156,900
– – 0.02% 427
2017
Q4 		$2.9M Sell
156,900
-3,500
-2% -$64.4K 0.02% 430
2017
Q3 		$3.13M Sell
160,400
-800
-0.5% -$13.3K 0.02% 435
2017
Q2 		$2.49M Sell
161,200
-200
-0.1% -$2.97K 0.02% 461
2017
Q1 		$2.4M Hold
161,400
– – 0.02% 464
2016
Q4 		$2.5M Hold
161,400
– – 0.02% 462
2016
Q3 		$2.37M Hold
161,400
– – 0.02% 468
2016
Q2 		$2.59M Hold
161,400
– – 0.02% 473
2016
Q1 		$3.34M Sell
161,400
-700
-0.4% -$14.9K 0.02% 423
2015
Q4 		$3.1M Sell
162,100
-100
-0.1% -$1.88K 0.02% 436
2015
Q3 		$2.92M Hold
162,200
– – 0.02% 453
2015
Q2 		$3.1M Sell
162,200
-400
-0.2% -$7.93K 0.02% 464
2015
Q1 		$3.03M Sell
162,600
-800
-0.5% -$15.7K 0.02% 476
2014
Q4 		$3.24M Hold
163,400
– – 0.02% 465
2014
Q3 		$3.65M Sell
163,400
-200
-0.1% -$5.01K 0.02% 445
2014
Q2 		$4.68M Sell
163,600
-2,500
-2% -$76.5K 0.02% 408
2014
Q1 		$4.86M Sell
166,100
-2,200
-1% -$61.9K 0.03% 391
2013
Q4 		$4.74M Sell
168,300
-2,800
-2% -$72.4K 0.03% 393
2013
Q3 		$4.29M Sell
171,100
-2,200
-1% -$57.9K 0.03% 406
2013
Q2 		$4.23M Buy
+173,300
New +$4.13M 0.03% 391

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

GAMCO Investors's UG Position: Q1 2026 in Review

GAMCO Investors increased its United-Guardian (UG) stake by 1.2% in Q1 2026, buying an estimated $12.4K and bringing the position to 164,388 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #609.

GAMCO Investors first reported a position in UG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.86M in Q1 2014. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • GAMCO Investors held 164,388 shares of United-Guardian worth $1.1M as of Q1 2026.
  • GAMCO Investors bought 1,888 United-Guardian shares in Q1 2026, an estimated $12.4K.
  • United-Guardian made up 0.01% of GAMCO Investors's portfolio in Q1 2026, its #609 holding.
  • GAMCO Investors first reported a position in United-Guardian in Q2 2013 and has held it in 52 quarters since.
  • GAMCO Investors's United-Guardian position peaked at $4.86M in Q1 2014.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.