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 Q2	$61K	Hold	1,765	–	–	0.01%	237
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

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

Atlantic Edge Private Wealth Management's UGI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its UGI (UGI) position steady in Q2 2026 at 1,765 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #237.

Atlantic Edge Private Wealth Management first reported a position in UGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.6K in Q2 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,765 shares of UGI worth $61K as of Q2 2026.
Atlantic Edge Private Wealth Management left its UGI share count unchanged in Q2 2026.
UGI made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #237 holding.
Atlantic Edge Private Wealth Management first reported a position in UGI in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's UGI position peaked at $66.6K in Q2 2025.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.