Ameritas Advisory Services’s UGI UGI Stock Holding History

Ameritas Advisory Services’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 Q1	$208K	Buy	5,705 +254	+5%	+$9.56K	0.01%	910
2025 Q4	$204K	Buy	5,451 +2,945	+118%	+$104K	0.01%	900
2025 Q3	$83.3K	Sell	2,506 -82	-3%	-$2.87K	0.01%	898
2025 Q2	$94.3K	Buy	+2,588	New	+$89K	﹤0.01%	1025
2023 Q2	–	Sell	-2,354	Closed	-$81.7K	–	2389
2023 Q1	$81.7K	Buy	+2,354	New	+$89.2K	﹤0.01%	1081

Other funds holding UGI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Ameritas Advisory Services's UGI Position: Q1 2026 in Review

Ameritas Advisory Services increased its UGI (UGI) stake by 4.7% in Q1 2026, buying an estimated $9.56K and bringing the position to 5,705 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #910.

Ameritas Advisory Services first reported a position in UGI in Q1 2023 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Ameritas Advisory Services held 5,705 shares of UGI worth $208K as of Q1 2026.
Ameritas Advisory Services bought 254 UGI shares in Q1 2026, an estimated $9.56K.
UGI made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #910 holding.
Ameritas Advisory Services first reported a position in UGI in Q1 2023 and has held it in 5 quarters since.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.