United-Guardian, Inc.
US ˙ NasdaqGM ˙ US9105711082

SecurityUG / United-Guardian, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership80 shares
Latest Disclosed Value $ 537
Morgan Stanley reports 1.27% increase in ownership of UG / United-Guardian, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 80 shares of United-Guardian, Inc. (US:UG) valued at $530 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 79 shares of United-Guardian, Inc.. The current value of the position is $560 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITED GUARDIAN COM 910571108 80 1 1.27 1 0.0000
2026-05-27 2025-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 79 -1 -1.25 0 0.0000
2026-02-13 2025-12-31 13F UNITED GUARDIAN COM 910571108 79 -1 0 0.0000
2026-05-27 2025-09-30 13F/A-1 UNITED GUARDIAN COM 910571108 80 0 0.00 1 0.0000
2025-11-14 2025-09-30 13F UNITED GUARDIAN COM 910571108 80 0 1 0.0000
2025-08-15 2025-06-30 13F UNITED GUARDIAN COM 910571108 80 -165 -67.35 1 -100.00 0.0000
2025-05-15 2025-03-31 13F UNITED GUARDIAN COM 910571108 245 -2 -0.81 2 0.00 0.0000
2025-05-15 2024-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 247 -302 -55.01 2 -75.00 0.0000
2025-02-14 2024-12-31 13F UNITED GUARDIAN COM 910571108 247 -302 2 0.0000
2025-05-14 2024-09-30 13F/A-2 UNITED GUARDIAN COM 910571108 549 -4 -0.72 9 100.00 0.0000
2025-02-14 2024-09-30 13F/A-1 UNITED GUARDIAN COM 910571108 549 -4 9 0.0000
2024-11-14 2024-09-30 13F UNITED GUARDIAN COM 910571108 549 -4 9 0.0000
2025-05-14 2024-06-30 13F/A-2 UNITED GUARDIAN COM 910571108 553 -3 -0.54 5 0.00 0.0000
2024-10-17 2024-06-30 13F/A-1 UNITED GUARDIAN COM 910571108 553 -3 5 0.0000
2024-08-14 2024-06-30 13F UNITED GUARDIAN COM 910571108 553 -3 5 0.0000
2024-10-17 2024-03-31 13F/A-2 UNITED GUARDIAN COM 910571108 556 -468 -45.70 4 -42.86 0.0000
2024-08-16 2024-03-31 13F/A-1 UNITED GUARDIAN COM 910571108 556 -468 4 0.0000
2024-05-15 2024-03-31 13F UNITED GUARDIAN COM 910571108 556 -468 4 0.0000
2024-08-16 2023-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 1,024 281 37.82 7 40.00 0.0000
2024-02-13 2023-12-31 13F UNITED GUARDIAN COM 910571108 1,024 281 7 0.0000
2023-11-15 2023-09-30 13F UNITED GUARDIAN COM 910571108 743 -4 -0.54 6 -16.67 0.0000
2023-08-14 2023-06-30 13F UNITED GUARDIAN COM 910571108 747 -82 -9.89 6 -14.29 0.0000
2023-05-15 2023-03-31 13F UNITED GUARDIAN COM 910571108 829 -140 -14.45 8 -30.00 0.0000
2023-02-14 2022-12-31 13F UNITED GUARDIAN COM 910571108 969 -1,001 -50.81 10 -54.55 0.0000
2022-11-14 2022-09-30 13F UNITED GUARDIAN COM 910571108 1,970 -169 -7.90 22 -31.25 0.0000
2022-10-27 2022-06-30 13F/A-1 UNITED GUARDIAN COM 910571108 2,139 -7,497 -77.80 32 -85.39 0.0000
2022-08-15 2022-06-30 13F UNITED GUARDIAN COM 910571108 2,139 -7,497 32 0.0000
2022-10-27 2022-03-31 13F/A-1 UNITED GUARDIAN COM 910571108 9,636 1,812 23.16 219 69.77 0.0000
2022-05-13 2022-03-31 13F UNITED GUARDIAN COM 910571108 9,636 1,812 219 0.0000
2022-02-14 2021-12-31 13F UNITED GUARDIAN COM 910571108 7,824 411 5.54 129 22.86 0.0000
2021-11-15 2021-09-30 13F UNITED GUARDIAN COM 910571108 7,413 1,158 18.51 105 11.70 0.0000
2021-08-23 2021-06-30 13F/A-1 UNITED GUARDIAN COM 910571108 6,255 1,463 30.53 94 28.77 0.0000
2021-08-16 2021-06-30 13F UNITED GUARDIAN COM 910571108 6,255 1,463 94 0.0000
2021-05-17 2021-03-31 13F UNITED GUARDIAN COM 910571108 4,792 21 0.44 73 5.80 0.0000
2021-02-16 2020-12-31 13F UNITED GUARDIAN COM 910571108 4,771 177 3.85 69 -1.43 0.0000
2020-11-13 2020-09-30 13F UNITED GUARDIAN COM 910571108 4,594 -2,401 -34.32 70 -32.69 0.0000
2020-08-14 2020-06-30 13F UNITED GUARDIAN COM 910571108 6,995 -1,224 -14.89 104 -12.61 0.0000
2020-05-26 2020-03-31 13F/A-1 UNITED GUARDIAN COM 910571108 8,219 -4,553 -35.65 119 -52.59 0.0000
2020-05-15 2020-03-31 13F UNITED GUARDIAN COM 910571108 8,219 -4,553 119 9.1417
2020-02-14 2019-12-31 13F UNITED GUARDIAN COM 910571108 12,772 1,035 8.82 251 12.56 0.0001
2019-11-14 2019-09-30 13F UNITED GUARDIAN COM 910571108 11,737 2,030 20.91 223 22.53 0.0001
2019-08-14 2019-06-30 13F UNITED GUARDIAN COM 910571108 9,707 6,636 216.09 182 208.47 0.0000
2019-05-15 2019-03-31 13F UNITED GUARDIAN COM 910571108 3,071 242 8.55 59 13.46 0.0000
2019-02-14 2018-12-31 13F UNITED GUARDIAN COM 910571108 2,829 -150 -5.04 52 8.33 0.0000
2019-04-23 2018-09-30 13F/A-2 UNITED GUARDIAN COM 910571108 2,979 -150 -4.79 48 -20.00 0.0000
2018-11-20 2018-09-30 13F/A-1 UNITED GUARDIAN COM 910571108 2,979 0 48 0.0000
2018-11-14 2018-09-30 13F UNITED GUARDIAN COM 910571108 2,979 -150 48
2019-04-23 2018-06-30 13F/A-1 UNITED GUARDIAN COM 910571108 3,129 -1,300 -29.35 60 -23.08 0.0000
2018-08-14 2018-06-30 13F UNITED GUARDIAN COM 910571108 3,129 -1,300 60
2019-04-23 2018-03-31 13F/A-1 UNITED GUARDIAN COM 910571108 4,429 -824 -15.69 78 -20.41 0.0000
2018-05-14 2018-03-31 13F UNITED GUARDIAN COM 910571108 4,429 -824 78
2019-04-23 2017-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 5,253 1,565 42.43 98 36.11 0.0000
2018-02-14 2017-12-31 13F UNITED GUARDIAN COM 910571108 5,253 1,565 98
2017-11-14 2017-09-30 13F UNITED GUARDIAN COM 910571108 3,688 308 9.11 72 38.46 0.0000
2017-08-11 2017-06-30 13F UNITED GUARDIAN COM 910571108 3,380 1,029 43.77 52 48.57 0.0000
2017-05-22 2017-03-31 13F/A-1 UNITED GUARDIAN COM 910571108 2,351 200 9.30 35 6.06 0.0000
2017-05-12 2017-03-31 13F UNITED GUARDIAN COM 910571108 2,351 35
2017-02-22 2016-12-31 13F/A-1 UNITED GUARDIAN COM 910571108 2,151 -50 -2.27 33 3.13 0.0000
2017-02-13 2016-12-31 13F UNITED GUARDIAN COM 910571108 2,151 33
2016-11-10 2016-09-30 13F UNITED GUARDIAN COM 910571108 2,201 -2,976 -57.49 32 -61.90 0.0000
2016-08-12 2016-06-30 13F UNITED GUARDIAN COM 910571108 5,177 -662 -11.34 84 -30.58 0.0000
2016-05-12 2016-03-31 13F UNITED GUARDIAN COM 910571108 5,839 -588 -9.15 121 -1.63 0.0000
2016-02-09 2015-12-31 13F UNITED GUARDIAN COM 910571108 6,427 -9,846 -60.51 123 -58.02 0.0000
2016-02-08 2015-09-30 13F/A-1 UNITED GUARDIAN COM 910571108 16,273 92 0.57 293 -5.18 0.0001
2015-11-09 2015-09-30 13F UNITED GUARDIAN COM 910571108 16,273 293
2015-08-12 2015-06-30 13F UNITED GUARDIAN COM 910571108 16,181 -3,294 -16.91 309 -14.88 0.0001
2015-05-14 2015-03-31 13F UNITED GUARDIAN COM 910571108 19,475 -1,289 -6.21 363 -11.89 0.0001
2015-02-13 2014-12-31 13F UNITED GUARDIAN COM 910571108 20,764 7,105 52.02 412 35.53 0.0002
2014-12-16 2014-09-30 13F/A-1 UNITED GUARDIAN COM 910571108 13,659 10,265 302.45 304 207.07 0.0001
2014-11-14 2014-09-30 13F UNITED GUARDIAN COM 910571108 13,659 304
2014-05-13 2014-03-31 13F UNITED GUARDIAN COM 910571108 3,394 -21 -0.61 99 3.13 0.0000
2014-02-13 2013-12-31 13F UNITED GUARDIAN COM 910571108 3,415 3,415 96 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.