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Atwood & Palmer’s UGI UGI Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-270
Closed -$9.83K – 535
2025
Q2 		$9.83K Buy
+270
New +$9.29K ﹤0.01% 388

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atwood & Palmer's UGI Position: Q3 2025 in Review

Atwood & Palmer sold out of UGI (UGI) in Q3 2025, closing a stake of 270 shares — an estimated $9.83K sold.

Atwood & Palmer first reported a position in UGI in Q2 2025 and held it in 1 quarter. The position peaked at $9.83K in Q2 2025. 568 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Atwood & Palmer reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 270 UGI shares in Q3 2025, an estimated $9.83K.
  • Atwood & Palmer first reported a position in UGI in Q2 2025 and held it in 1 quarter.
  • Atwood & Palmer's UGI position peaked at $9.83K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.