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Capstone Wealth Management Group (Pennsylvania)’s UGI UGI Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
-5,500
Closed -$200K – 80
2025
Q2 		$200K Buy
+5,500
New +$189K 0.19% 54

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

Capstone Wealth Management Group (Pennsylvania)'s UGI Position: Q3 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of UGI (UGI) in Q3 2025, closing a stake of 5,500 shares — an estimated $200K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in UGI in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 568 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 5,500 UGI shares in Q3 2025, an estimated $200K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in UGI in Q2 2025 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s UGI position peaked at $200K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2025, filed 12 Nov 2025.