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Bill Few Associates’s UGI UGI Stock Holding History

Bill Few Associates’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 		$3.17M Sell
91,832
-1,337
-1% -$47.3K 0.67% 40
2026
Q1 		$3.39M Buy
93,169
+2,037
+2% +$76.6K 0.81% 35
2025
Q4 		$3.41M Sell
91,132
-2,468
-3% -$87.4K 0.84% 34
2025
Q3 		$3.11M Sell
93,600
-2,488
-3% -$87K 0.8% 34
2025
Q2 		$3.5M Sell
96,088
-1,399
-1% -$48.1K 0.99% 30
2025
Q1 		$3.22M Sell
97,487
-2,500
-3% -$79.2K 1.15% 28
2024
Q4 		$2.82M Sell
99,987
-5,494
-5% -$143K 0.99% 31
2024
Q3 		$2.64M Sell
105,481
-4,598
-4% -$111K 0.94% 32
2024
Q2 		$2.52M Buy
110,079
+190
+0.2% +$4.6K 0.97% 32
2024
Q1 		$2.7M Sell
109,889
-3,200
-3% -$76.9K 1.09% 27
2023
Q4 		$2.78M Buy
113,089
+240
+0.2% +$5.29K 1.27% 24
2023
Q3 		$2.6M Sell
112,849
-529
-0.5% -$13.1K 1.36% 25
2023
Q2 		$3.06M Buy
113,378
+1,833
+2% +$55.6K 1.58% 22
2023
Q1 		$3.88M Sell
111,545
-2,571
-2% -$97.5K 2.15% 13
2022
Q4 		$4.23M Hold
114,116
– – 2.5% 10
2022
Q3 		$3.69M Hold
114,116
– – 2.5% 8
2022
Q2 		$4.41M Buy
114,116
+146
+0.1% +$5.66K 2.82% 5
2022
Q1 		$4.13M Buy
113,970
+179
+0.2% +$7.16K 2.25% 11
2021
Q4 		$5.22M Buy
+113,791
New +$5.06M 2.71% 6

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

Bill Few Associates's UGI Position: Q2 2026 in Review

Bill Few Associates reduced its UGI (UGI) stake by 1.4% in Q2 2026, selling an estimated $47.3K and leaving 91,832 shares worth $3.17M. The position accounts for 0.67% of the portfolio, ranked #40.

Bill Few Associates first reported a position in UGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.22M in Q4 2021. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Bill Few Associates held 91,832 shares of UGI worth $3.17M as of Q2 2026.
  • Bill Few Associates sold 1,337 UGI shares in Q2 2026, an estimated $47.3K.
  • UGI made up 0.67% of Bill Few Associates's portfolio in Q2 2026, its #40 holding.
  • Bill Few Associates first reported a position in UGI in Q4 2021 and has held it in 19 quarters since.
  • Bill Few Associates's UGI position peaked at $5.22M in Q4 2021.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.