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Atria Wealth Solutions’s UGI UGI Stock Holding History

Atria Wealth Solutions’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 		$621K Sell
16,920
-786
-4% -$27K 0.01% 827
2025
Q1 		$586K Buy
+17,706
New +$561K 0.01% 1129

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's UGI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its UGI (UGI) stake by 4.4% in Q2 2025, selling an estimated $27K and leaving 16,920 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #827.

Atria Wealth Solutions first reported a position in UGI in Q1 2025 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Atria Wealth Solutions held 16,920 shares of UGI worth $621K as of Q2 2025.
  • Atria Wealth Solutions sold 786 UGI shares in Q2 2025, an estimated $27K.
  • UGI made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #827 holding.
  • Atria Wealth Solutions first reported a position in UGI in Q1 2025 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.