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Anderson Financial Strategies’s UGI UGI Stock Holding History

Anderson Financial Strategies’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
-1,466
Closed -$48.5K – 200
2025
Q1 		$48.5K Hold
1,466
– – 0.03% 110
2024
Q4 		$41.4K Buy
+1,466
New +$38K 0.02% 70

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anderson Financial Strategies's UGI Position: Q2 2025 in Review

Anderson Financial Strategies sold out of UGI (UGI) in Q2 2025, closing a stake of 1,466 shares — an estimated $48.5K sold.

Anderson Financial Strategies first reported a position in UGI in Q4 2024 and held it in 2 quarters. The position peaked at $48.5K in Q1 2025. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Anderson Financial Strategies reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,466 UGI shares in Q2 2025, an estimated $48.5K.
  • Anderson Financial Strategies first reported a position in UGI in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's UGI position peaked at $48.5K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.