CG
UGI icon

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
Q2 		$237K Sell
6,861
-185
-3% -$6.54K 0.03% 210
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
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

CFO4Life Group's UGI Position: Q2 2026 in Review

CFO4Life Group reduced its UGI (UGI) stake by 2.6% in Q2 2026, selling an estimated $6.54K and leaving 6,861 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #210.

CFO4Life Group first reported a position in UGI in Q4 2018 and has held it in 6 quarters since. The position peaked at $474K in Q3 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • CFO4Life Group held 6,861 shares of UGI worth $237K as of Q2 2026.
  • CFO4Life Group sold 185 UGI shares in Q2 2026, an estimated $6.54K.
  • UGI made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #210 holding.
  • CFO4Life Group first reported a position in UGI in Q4 2018 and has held it in 6 quarters since.
  • CFO4Life Group's UGI position peaked at $474K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.