Morgan Stanley
UG icon

Morgan Stanley’s United-Guardian UG Stock Holding History

Morgan Stanley’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 		$537 Buy
80
+1
+1% +$7 ﹤0.01% 7603
2025
Q4 		$487 Sell
79
-1
-1% -$7 ﹤0.01% 7507
2025
Q3 		$629 Hold
80
– – ﹤0.01% 7456
2025
Q2 		$645 Sell
80
-165
-67% -$1.36K ﹤0.01% 7391
2025
Q1 		$2.21K Sell
245
-2
-0.8% -$21 ﹤0.01% 7155
2024
Q4 		$2.37K Sell
247
-302
-55% -$3.47K ﹤0.01% 7167
2024
Q3 		$8.72K Sell
549
-4
-0.7% -$50 ﹤0.01% 6762
2024
Q2 		$4.95K Sell
553
-3
-0.5% -$26 ﹤0.01% 6855
2024
Q1 		$4.25K Sell
556
-1,492
-73% -$11.9K ﹤0.01% 6932
2023
Q4 		$14.8K Buy
2,048
+1,305
+176% +$9.53K ﹤0.01% 6741
2023
Q3 		$5.59K Sell
743
-4
-0.5% -$31 ﹤0.01% 6888
2023
Q2 		$6.17K Sell
747
-82
-10% -$754 ﹤0.01% 6936
2023
Q1 		$7.79K Sell
829
-140
-14% -$1.51K ﹤0.01% 6954
2022
Q4 		$10.1K Sell
969
-1,001
-51% -$12K ﹤0.01% 6930
2022
Q3 		$22K Sell
1,970
-169
-8% -$2.48K ﹤0.01% 6754
2022
Q2 		$32K Sell
2,139
-7,497
-78% -$148K ﹤0.01% 6814
2022
Q1 		$219K Buy
9,636
+1,812
+23% +$33.8K ﹤0.01% 5869
2021
Q4 		$129K Buy
7,824
+411
+6% +$6.2K ﹤0.01% 6292
2021
Q3 		$105K Buy
7,413
+1,158
+19% +$17.6K ﹤0.01% 6344
2021
Q2 		$94K Buy
6,255
+1,463
+31% +$22.6K ﹤0.01% 6392
2021
Q1 		$73K Buy
4,792
+21
+0.4% +$301 ﹤0.01% 6173
2020
Q4 		$69K Buy
4,771
+177
+4% +$2.59K ﹤0.01% 6052
2020
Q3 		$70K Sell
4,594
-2,401
-34% -$35.9K ﹤0.01% 5584
2020
Q2 		$104K Sell
6,995
-1,224
-15% -$18.3K ﹤0.01% 5381
2020
Q1 		$119K Sell
8,219
-4,553
-36% -$75K ﹤0.01% 5113
2019
Q4 		$251K Buy
12,772
+1,035
+9% +$19.9K ﹤0.01% 5319
2019
Q3 		$223K Buy
11,737
+2,030
+21% +$39.5K ﹤0.01% 5077
2019
Q2 		$182K Buy
9,707
+6,636
+216% +$128K ﹤0.01% 5062
2019
Q1 		$59K Buy
3,071
+242
+9% +$4.74K ﹤0.01% 5599
2018
Q4 		$52K Sell
2,829
-150
-5% -$2.58K ﹤0.01% 5752
2018
Q3 		$48K Sell
2,979
-150
-5% -$2.75K ﹤0.01% 5885
2018
Q2 		$60K Sell
3,129
-1,300
-29% -$24K ﹤0.01% 5875
2018
Q1 		$78K Sell
4,429
-824
-16% -$15.1K ﹤0.01% 5773
2017
Q4 		$98K Buy
5,253
+1,565
+42% +$28.8K ﹤0.01% 5636
2017
Q3 		$72K Buy
3,688
+308
+9% +$5.1K ﹤0.01% 5667
2017
Q2 		$52K Buy
3,380
+1,029
+44% +$15.3K ﹤0.01% 5845
2017
Q1 		$35K Buy
2,351
+200
+9% +$3.04K ﹤0.01% 5933
2016
Q4 		$33K Sell
2,151
-50
-2% -$774 ﹤0.01% 5861
2016
Q3 		$32K Sell
2,201
-2,976
-57% -$44.9K ﹤0.01% 5760
2016
Q2 		$84K Sell
5,177
-662
-11% -$11.7K ﹤0.01% 5319
2016
Q1 		$121K Sell
5,839
-588
-9% -$12.5K ﹤0.01% 5226
2015
Q4 		$123K Sell
6,427
-9,846
-61% -$185K ﹤0.01% 5304
2015
Q3 		$293K Buy
16,273
+92
+0.6% +$1.74K ﹤0.01% 4894
2015
Q2 		$309K Sell
16,181
-3,294
-17% -$65.3K ﹤0.01% 5009
2015
Q1 		$363K Sell
19,475
-1,289
-6% -$25.2K ﹤0.01% 4861
2014
Q4 		$412K Buy
20,764
+7,105
+52% +$146K ﹤0.01% 4808
2014
Q3 		$304K Buy
13,659
+4,216
+45% +$106K ﹤0.01% 4899
2014
Q2 		$270K Buy
9,443
+6,049
+178% +$185K ﹤0.01% 4995
2014
Q1 		$99K Sell
3,394
-21
-0.6% -$591 ﹤0.01% 5452
2013
Q4 		$96K Buy
+3,415
New +$88.3K ﹤0.01% 5363

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
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

Morgan Stanley's UG Position: Q1 2026 in Review

Morgan Stanley increased its United-Guardian (UG) stake by 1.3% in Q1 2026, buying an estimated $7 and bringing the position to 80 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #7603.

Morgan Stanley first reported a position in UG in Q4 2013 and has held it in 50 quarters since. The position peaked at $412K in Q4 2014. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Morgan Stanley held 80 shares of United-Guardian worth $537 as of Q1 2026.
  • Morgan Stanley bought 1 United-Guardian share in Q1 2026, an estimated $7.
  • United-Guardian made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7603 holding.
  • Morgan Stanley first reported a position in United-Guardian in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's United-Guardian position peaked at $412K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.