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Arkadios Wealth Advisors’s UGI UGI Stock Holding History

Arkadios Wealth Advisors’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 		$310K Buy
8,980
+1,249
+16% +$44.2K ﹤0.01% 1387
2026
Q1 		$282K Buy
+7,731
New +$291K ﹤0.01% 1389
2021
Q3 		– Sell
-172
Closed -$8K – 2062
2021
Q2 		$8K Buy
172
+1
+0.6% +$45 ﹤0.01% 1608
2021
Q1 		$7K Buy
171
+2
+1% +$77 ﹤0.01% 1297
2020
Q4 		$5K Buy
+169
New +$5.91K ﹤0.01% 1130

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's UGI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its UGI (UGI) stake by 16% in Q2 2026, buying an estimated $44.2K and bringing the position to 8,980 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Arkadios Wealth Advisors first reported a position in UGI in Q4 2020 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Arkadios Wealth Advisors held 8,980 shares of UGI worth $310K as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,249 UGI shares in Q2 2026, an estimated $44.2K.
  • UGI made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1387 holding.
  • Arkadios Wealth Advisors first reported a position in UGI in Q4 2020 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.