Superior Planning, LLC’s UGI UGI Stock Holding History

Superior Planning, LLC’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$107	Buy	+3	New	+$110	﹤0.01%	2081

Other funds holding UGI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Superior Planning, LLC's UGI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in UGI (UGI) in Q3 2026: 3 shares worth $107. The stake represents ﹤0.01% of the portfolio and ranks #2081 among its holdings.

433 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Superior Planning, LLC held 3 shares of UGI worth $107 as of Q3 2026.
UGI was a new Superior Planning, LLC position in Q3 2026.
UGI made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2081 holding.
433 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.