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Certuity’s UGI UGI Stock Holding History

Certuity’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 		$158K Buy
4,562
+216
+5% +$7.63K 0.01% 644
2026
Q1 		$158K Sell
4,346
-3,878
-47% -$146K 0.01% 615
2025
Q4 		$308K Sell
8,224
-17
-0.2% -$602 0.02% 408
2025
Q3 		$274K Buy
+8,241
New +$288K 0.02% 423

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

Certuity's UGI Position: Q2 2026 in Review

Certuity increased its UGI (UGI) stake by 5% in Q2 2026, buying an estimated $7.63K and bringing the position to 4,562 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #644.

Certuity first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Certuity held 4,562 shares of UGI worth $158K as of Q2 2026.
  • Certuity bought 216 UGI shares in Q2 2026, an estimated $7.63K.
  • UGI made up 0.01% of Certuity's portfolio in Q2 2026, its #644 holding.
  • Certuity first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Certuity's UGI position peaked at $308K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.