Advisor Resource Council’s UGI UGI Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-35,192	Closed	-$1.05M	–	556
2025 Q1	$1.05M	Buy	+35,192	New	+$1.11M	0.09%	239

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Resource Council's UGI Position: Q2 2025 in Review

Advisor Resource Council sold out of UGI (UGI) in Q2 2025, closing a stake of 35,192 shares — an estimated $1.05M sold.

Advisor Resource Council first reported a position in UGI in Q1 2025 and held it in 1 quarter. The position peaked at $1.05M in Q1 2025. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

Advisor Resource Council reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 35,192 UGI shares in Q2 2025, an estimated $1.05M.
Advisor Resource Council first reported a position in UGI in Q1 2025 and held it in 1 quarter.
Advisor Resource Council's UGI position peaked at $1.05M in Q1 2025.
593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.