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 Q2	–	Sell	-5,705	Closed	-$208K	–	2123
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 $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

Ameritas Advisory Services's UGI Position: Q2 2026 in Review

Ameritas Advisory Services sold out of UGI (UGI) in Q2 2026, closing a stake of 5,705 shares — an estimated $208K sold.

Ameritas Advisory Services first reported a position in UGI in Q1 2023 and held it in 5 quarters. The position peaked at $208K in Q1 2026. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Ameritas Advisory Services reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 5,705 UGI shares in Q2 2026, an estimated $208K.
Ameritas Advisory Services first reported a position in UGI in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's UGI position peaked at $208K in Q1 2026.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.