HighTower Advisors’s United-Guardian UG Stock Holding History

HighTower 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
2026 Q2	$78.5K	Hold	11,000	–	–	﹤0.01%	3681
2026 Q1	$72.9K	Hold	11,000	–	–	﹤0.01%	3671
2025 Q4	$67.8K	Hold	11,000	–	–	﹤0.01%	3551
2025 Q3	$85.8K	Hold	11,000	–	–	﹤0.01%	3560
2025 Q2	$87.6K	Hold	11,000	–	–	﹤0.01%	3491
2025 Q1	$98.9K	Hold	11,000	–	–	﹤0.01%	3357
2024 Q4	$106K	Hold	11,000	–	–	﹤0.01%	3362
2024 Q3	$174K	Hold	11,000	–	–	﹤0.01%	3182
2024 Q2	$98K	Hold	11,000	–	–	﹤0.01%	3210
2024 Q1	$86K	Hold	11,000	–	–	﹤0.01%	3182
2023 Q4	$80K	Hold	11,000	–	–	﹤0.01%	3242
2023 Q3	$82K	Hold	11,000	–	–	﹤0.01%	3144
2023 Q2	$94K	Hold	11,000	–	–	﹤0.01%	3086
2023 Q1	$102K	Hold	11,000	–	–	﹤0.01%	2948
2022 Q4	$114K	Hold	11,000	–	–	﹤0.01%	2924
2022 Q3	$124K	Hold	11,000	–	–	﹤0.01%	2723
2022 Q2	$164K	Hold	11,000	–	–	﹤0.01%	2679
2022 Q1	$248K	Hold	11,000	–	–	﹤0.01%	2671
2021 Q4	$180K	Hold	11,000	–	–	﹤0.01%	2808
2021 Q3	$156K	Hold	11,000	–	–	﹤0.01%	2769
2021 Q2	$164K	Hold	11,000	–	–	﹤0.01%	2709
2021 Q1	$166K	Sell	11,000 -18	-0.2%	-$258	﹤0.01%	2659
2020 Q4	$158K	Buy	+11,018	New	+$161K	﹤0.01%	2261

Other funds holding UG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

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

HighTower Advisors's UG Position: Q2 2026 in Review

HighTower Advisors held its United-Guardian (UG) position steady in Q2 2026 at 11,000 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

HighTower Advisors first reported a position in UG in Q4 2020 and has held it in 23 quarters since. The position peaked at $248K in Q1 2022. 8 funds tracked by Wall St. Rank hold UG as of Q2 2026.

HighTower Advisors held 11,000 shares of United-Guardian worth $78.5K as of Q2 2026.
HighTower Advisors left its United-Guardian share count unchanged in Q2 2026.
United-Guardian made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3681 holding.
HighTower Advisors first reported a position in United-Guardian in Q4 2020 and has held it in 23 quarters since.
HighTower Advisors's United-Guardian position peaked at $248K in Q1 2022.
8 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.