Neuberger Berman Group
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Neuberger Berman Group’s United-Guardian UG Stock Holding History

Neuberger Berman Group’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 		– Sell
-10,355
Closed -$63.8K – 2254
2025
Q4 		$63.8K Sell
10,355
-10,832
-51% -$71.6K ﹤0.01% 2039
2025
Q3 		$167K Sell
21,187
-3,685
-15% -$30.3K ﹤0.01% 1929
2025
Q2 		$199K Sell
24,872
-6,079
-20% -$50.3K ﹤0.01% 1896
2025
Q1 		$278K Sell
30,951
-6,309
-17% -$64.9K ﹤0.01% 1722
2024
Q4 		$356K Sell
37,260
-10,972
-23% -$126K ﹤0.01% 1625
2024
Q3 		$766K Hold
48,232
– – ﹤0.01% 1378
2024
Q2 		$431K Sell
48,232
-3,220
-6% -$27.6K ﹤0.01% 1532
2024
Q1 		$394K Sell
51,452
-1,024
-2% -$8.2K ﹤0.01% 1560
2023
Q4 		$378K Buy
52,476
+13,635
+35% +$99.5K ﹤0.01% 1578
2023
Q3 		$292K Sell
38,841
-4,874
-11% -$38K ﹤0.01% 1607
2023
Q2 		$361K Sell
43,715
-4,820
-10% -$44.3K ﹤0.01% 1537
2023
Q1 		$456K Sell
48,535
-3,730
-7% -$40.3K ﹤0.01% 1488
2022
Q4 		$546K Sell
52,265
-29,380
-36% -$353K ﹤0.01% 1424
2022
Q3 		$928K Sell
81,645
-13,700
-14% -$201K ﹤0.01% 1280
2022
Q2 		$1.43M Buy
95,345
+2,005
+2% +$39.7K ﹤0.01% 1193
2022
Q1 		$2.12M Buy
93,340
+37,300
+67% +$696K ﹤0.01% 1163
2021
Q4 		$921K Sell
56,040
-500
-0.9% -$7.54K ﹤0.01% 1381
2021
Q3 		$803K Sell
56,540
-3,590
-6% -$54.6K ﹤0.01% 1360
2021
Q2 		$903K Buy
60,130
+13,350
+29% +$206K ﹤0.01% 1351
2021
Q1 		$709K Sell
46,780
-8,800
-16% -$126K ﹤0.01% 1399
2020
Q4 		$799K Sell
55,580
-13,870
-20% -$203K ﹤0.01% 1306
2020
Q3 		$1.05M Sell
69,450
-25,900
-27% -$387K ﹤0.01% 1203
2020
Q2 		$1.41M Sell
95,350
-10,450
-10% -$156K ﹤0.01% 1076
2020
Q1 		$1.53M Sell
105,800
-8,933
-8% -$147K ﹤0.01% 1005
2019
Q4 		$2.25M Buy
114,733
+4,733
+4% +$90.9K ﹤0.01% 1008
2019
Q3 		$2.08M Buy
110,000
+2,500
+2% +$48.7K ﹤0.01% 1001
2019
Q2 		$2.02M Buy
107,500
+47,100
+78% +$908K ﹤0.01% 1031
2019
Q1 		$1.16M Buy
60,400
+15,600
+35% +$305K ﹤0.01% 1081
2018
Q4 		$822K Buy
+44,800
New +$770K ﹤0.01% 1154

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

Neuberger Berman Group's UG Position: Q1 2026 in Review

Neuberger Berman Group sold out of United-Guardian (UG) in Q1 2026, closing a stake of 10,355 shares — an estimated $63.8K sold.

Neuberger Berman Group first reported a position in UG in Q4 2018 and held it in 29 quarters. The position peaked at $2.25M in Q4 2019. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Neuberger Berman Group reported no remaining United-Guardian position as of Q1 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 10,355 United-Guardian shares in Q1 2026, an estimated $63.8K.
  • Neuberger Berman Group first reported a position in United-Guardian in Q4 2018 and held it in 29 quarters.
  • Neuberger Berman Group's United-Guardian position peaked at $2.25M in Q4 2019.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.