Wells Fargo
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Wells Fargo’s United-Guardian UG Stock Holding History

Wells Fargo’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 		$6.7K Sell
1,000
-1
-0.1% -$7 ﹤0.01% 6048
2025
Q4 		$6.16K Hold
1,001
– – ﹤0.01% 6047
2025
Q3 		$7.86K Hold
1,001
– – ﹤0.01% 5990
2025
Q2 		$8.01K Hold
1,001
– – ﹤0.01% 6000
2025
Q1 		$9K Sell
1,001
-3,500
-78% -$36K ﹤0.01% 5904
2024
Q4 		$43K Hold
4,501
– – ﹤0.01% 5536
2024
Q3 		$71.5K Buy
4,501
+1
+0% +$12 ﹤0.01% 5196
2024
Q2 		$40.2K Sell
4,500
-24
-0.5% -$206 ﹤0.01% 5372
2024
Q1 		$34.6K Buy
4,524
+1
+0% +$8 ﹤0.01% 5393
2023
Q4 		$32.6K Buy
4,523
+1
+0% +$7 ﹤0.01% 5439
2023
Q3 		$34K Buy
4,522
+1
+0% +$8 ﹤0.01% 5373
2023
Q2 		$37.4K Buy
4,521
+3,322
+277% +$30.5K ﹤0.01% 5541
2023
Q1 		$11.3K Buy
1,199
+179
+18% +$1.94K ﹤0.01% 5823
2022
Q4 		$10.6K Hold
1,020
– – ﹤0.01% 5527
2022
Q3 		$11K Buy
1,020
+1
+0.1% +$15 ﹤0.01% 5661
2022
Q2 		$15K Hold
1,019
– – ﹤0.01% 5594
2022
Q1 		$23K Hold
1,019
– – ﹤0.01% 5969
2021
Q4 		$16K Hold
1,019
– – ﹤0.01% 6406
2021
Q3 		$14K Sell
1,019
-1
-0.1% -$15 ﹤0.01% 6099
2021
Q2 		$15K Hold
1,020
– – ﹤0.01% 6016
2021
Q1 		$15K Buy
1,020
+1
+0.1% +$14 ﹤0.01% 6241
2020
Q4 		$14K Sell
1,019
-300
-23% -$4.38K ﹤0.01% 5955
2020
Q3 		$20K Hold
1,319
– – ﹤0.01% 5754
2020
Q2 		$19K Sell
1,319
-273
-17% -$4.08K ﹤0.01% 5711
2020
Q1 		$23K Buy
1,592
+292
+22% +$4.81K ﹤0.01% 5571
2019
Q4 		$26K Hold
1,300
– – ﹤0.01% 5684
2019
Q3 		$25K Sell
1,300
-301
-19% -$5.86K ﹤0.01% 5757
2019
Q2 		$30K Buy
1,601
+1
+0.1% +$19 ﹤0.01% 5700
2019
Q1 		$31K Sell
1,600
-800
-33% -$15.7K ﹤0.01% 5427
2018
Q4 		$44K Hold
2,400
– – ﹤0.01% 5563
2018
Q3 		$39K Sell
2,400
-1
-0% -$18 ﹤0.01% 5671
2018
Q2 		$46K Buy
2,401
+600
+33% +$11.1K ﹤0.01% 5614
2018
Q1 		$32K Buy
1,801
+200
+12% +$3.65K ﹤0.01% 5697
2017
Q4 		$30K Sell
1,601
-600
-27% -$11K ﹤0.01% 5690
2017
Q3 		$43K Buy
2,201
+600
+37% +$9.94K ﹤0.01% 5521
2017
Q2 		$25K Hold
1,601
– – ﹤0.01% 5579
2017
Q1 		$24K Buy
1,601
+1
+0.1% +$15 ﹤0.01% 5667
2016
Q4 		$25K Buy
1,600
+1,599
+159,900% +$24.8K ﹤0.01% 5575
2016
Q3 		$0 Sell
1
-439
-100% -$6.62K ﹤0.01% 6348
2016
Q2 		$7K Sell
440
-1
-0.2% -$18 ﹤0.01% 5754
2016
Q1 		$9K Buy
441
+1
+0.2% +$21 ﹤0.01% 5726
2015
Q4 		$8K Sell
440
-300
-41% -$5.64K ﹤0.01% 5792
2015
Q3 		$13K Hold
740
– – ﹤0.01% 5658
2015
Q2 		$14K Hold
740
– – ﹤0.01% 5715
2015
Q1 		$14K Sell
740
-5
-0.7% -$98 ﹤0.01% 5507
2014
Q4 		$15K Hold
745
– – ﹤0.01% 5479
2014
Q3 		$17K Sell
745
-400
-35% -$10K ﹤0.01% 5375
2014
Q2 		$32K Buy
1,145
+1
+0.1% +$31 ﹤0.01% 5145
2014
Q1 		$34K Sell
1,144
-1
-0.1% -$28 ﹤0.01% 5050
2013
Q4 		$32K Buy
1,145
+400
+54% +$10.3K ﹤0.01% 4872
2013
Q3 		$19K Hold
745
– – ﹤0.01% 4969
2013
Q2 		$18K Buy
+745
New +$17.7K ﹤0.01% 4906

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

Wells Fargo's UG Position: Q1 2026 in Review

Wells Fargo reduced its United-Guardian (UG) stake by 0.1% in Q1 2026, selling an estimated $7 and leaving 1,000 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6048.

Wells Fargo first reported a position in UG in Q2 2013 and has held it in 52 quarters since. The position peaked at $71.5K in Q3 2024. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Wells Fargo held 1,000 shares of United-Guardian worth $6.7K as of Q1 2026.
  • Wells Fargo sold 1 United-Guardian share in Q1 2026, an estimated $7.
  • United-Guardian made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6048 holding.
  • Wells Fargo first reported a position in United-Guardian in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's United-Guardian position peaked at $71.5K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.