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Abich Financial Wealth Management’s UGI UGI Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$123K Buy
+3,710
New +$130K 0.04% 187
2024
Q3 		$23.1K Buy
+925
New +$22.3K 0.05% 146
2024
Q2 		– Sell
-1,774
Closed -$43.5K – 877
2024
Q1 		$43.5K Buy
+1,774
New +$42.6K 0.03% 155

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Abich Financial Wealth Management's UGI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in UGI (UGI) in Q3 2025: 3,710 shares worth $123K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in UGI as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in UGI in Q1 2024 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Abich Financial Wealth Management held 3,710 shares of UGI worth $123K as of Q3 2025.
  • UGI was a new Abich Financial Wealth Management position in Q3 2025.
  • UGI made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #187 holding.
  • Abich Financial Wealth Management first reported a position in UGI in Q1 2024 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.