United Capital Financial Advisors’s United-Guardian UG Stock Holding History

United Capital Financial 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 Q1	$134K	Hold	20,070	–	–	﹤0.01%	1581
2025 Q4	$124K	Hold	20,070	–	–	﹤0.01%	1346
2025 Q3	$158K	Hold	20,070	–	–	﹤0.01%	1178
2025 Q2	$161K	Hold	20,070	–	–	﹤0.01%	1071
2025 Q1	$180K	Hold	20,070	–	–	﹤0.01%	1025
2024 Q4	$192K	Buy	+20,070	New	+$230K	﹤0.01%	1026
2023 Q1	–	Sell	-20,070	Closed	-$210K	–	1076
2022 Q4	$210K	Hold	20,070	–	–	﹤0.01%	972
2022 Q3	$228K	Hold	20,070	–	–	﹤0.01%	979
2022 Q2	$301K	Hold	20,070	–	–	﹤0.01%	942
2022 Q1	$456K	Sell	20,070 -10,000	-33%	-$186K	﹤0.01%	859
2021 Q4	$495K	Hold	30,070	–	–	﹤0.01%	863
2021 Q3	$427K	Hold	30,070	–	–	﹤0.01%	903
2021 Q2	$451K	Hold	30,070	–	–	﹤0.01%	886
2021 Q1	$456K	Hold	30,070	–	–	﹤0.01%	870
2020 Q4	$432K	Sell	30,070 -1,720	-5%	-$25.1K	﹤0.01%	886
2020 Q3	$482K	Hold	31,790	–	–	﹤0.01%	839
2020 Q2	$471K	Hold	31,790	–	–	﹤0.01%	889
2020 Q1	$459K	Sell	31,790 -500	-2%	-$8.24K	﹤0.01%	850
2019 Q4	$634K	Sell	32,290 -1,200	-4%	-$23K	﹤0.01%	923
2019 Q3	$635K	Hold	33,490	–	–	﹤0.01%	879
2019 Q2	$630K	Sell	33,490 -3,000	-8%	-$57.8K	﹤0.01%	966
2019 Q1	$699K	Sell	36,490 -11,000	-23%	-$215K	﹤0.01%	883
2018 Q4	$871K	Sell	47,490 -1,200	-2%	-$20.6K	0.01%	752
2018 Q3	$786K	Hold	48,690	–	–	0.01%	845
2018 Q2	$932K	Sell	48,690 -16,410	-25%	-$303K	0.01%	779
2018 Q1	$1.16M	Hold	65,100	–	–	0.01%	740
2017 Q4	$1.2M	Sell	65,100 -1,450	-2%	-$26.7K	0.01%	736
2017 Q3	$1.3M	Sell	66,550 -590	-0.9%	-$9.78K	0.01%	706
2017 Q2	$1.04M	Hold	67,140	–	–	0.01%	755
2017 Q1	$997K	Hold	67,140	–	–	0.01%	747
2016 Q4	$1.04M	Buy	+67,140	New	+$1.04M	0.01%	744

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

United Capital Financial Advisors's UG Position: Q1 2026 in Review

United Capital Financial Advisors held its United-Guardian (UG) position steady in Q1 2026 at 20,070 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

United Capital Financial Advisors first reported a position in UG in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.3M in Q3 2017. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

United Capital Financial Advisors held 20,070 shares of United-Guardian worth $134K as of Q1 2026.
United Capital Financial Advisors left its United-Guardian share count unchanged in Q1 2026.
United-Guardian made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1581 holding.
United Capital Financial Advisors first reported a position in United-Guardian in Q4 2016 and has held it in 31 quarters since.
United Capital Financial Advisors's United-Guardian position peaked at $1.3M in Q3 2017.
26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.