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Atlantic Edge Private Wealth Management’s UGI UGI Stock Holding History

Atlantic Edge Private Wealth Management’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 		$64.3K Hold
1,765
– – 0.02% 218
2025
Q4 		$66.1K Sell
1,765
-65
-4% -$2.3K 0.02% 197
2025
Q3 		$60.9K Hold
1,830
– – 0.02% 201
2025
Q2 		$66.6K Hold
1,830
– – 0.02% 190
2025
Q1 		$60.5K Hold
1,830
– – 0.02% 186
2024
Q4 		$51.7K Hold
1,830
– – 0.02% 198
2024
Q3 		$45.8K Buy
1,830
+1,000
+120% +$24.1K 0.01% 211
2024
Q2 		$19K Buy
830
+40
+5% +$969 0.01% 256
2024
Q1 		$19.4K Hold
790
– – 0.01% 253
2023
Q4 		$19.4K Buy
+790
New +$17.4K 0.01% 243

Other funds holding UGI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return