CFO4Life Group’s UGI UGI Stock Holding History

CFO4Life Group’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 Q1	$257K	Sell	7,046 -604	-8%	-$22.7K	0.04%	177
2025 Q4	$286K	Sell	7,650 -6,611	-46%	-$234K	0.04%	179
2025 Q3	$474K	Buy	+14,261	New	+$499K	0.07%	130
2019 Q2	–	Sell	-7,848	Closed	-$435K	–	129
2019 Q1	$435K	Sell	7,848 -241	-3%	-$13.2K	0.2%	75
2018 Q4	$432K	Buy	+8,089	New	+$450K	0.19%	71

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFO4Life Group's UGI Position: Q1 2026 in Review

CFO4Life Group reduced its UGI (UGI) stake by 7.9% in Q1 2026, selling an estimated $22.7K and leaving 7,046 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #177.

CFO4Life Group first reported a position in UGI in Q4 2018 and has held it in 5 quarters since. The position peaked at $474K in Q3 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

CFO4Life Group held 7,046 shares of UGI worth $257K as of Q1 2026.
CFO4Life Group sold 604 UGI shares in Q1 2026, an estimated $22.7K.
UGI made up 0.04% of CFO4Life Group's portfolio in Q1 2026, its #177 holding.
CFO4Life Group first reported a position in UGI in Q4 2018 and has held it in 5 quarters since.
CFO4Life Group's UGI position peaked at $474K in Q3 2025.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.