Action Point Financial Planning’s UGI UGI Stock Holding History

Action Point Financial Planning’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 Q2	$6.04K	Buy	+177	New	+$6.26K	﹤0.01%	1720

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's UGI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UGI (UGI) in Q2 2026: 177 shares worth $6.04K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings.

618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Action Point Financial Planning held 177 shares of UGI worth $6.04K as of Q2 2026.
UGI was a new Action Point Financial Planning position in Q2 2026.
UGI made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1720 holding.
618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.