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Clearstead Advisors’s UGI UGI Stock Holding History

Clearstead Advisors’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 		$39.1K Buy
1,132
+1,057
+1,409% +$37.4K ﹤0.01% 1582
2026
Q1 		$2.73K Sell
75
-818
-92% -$30.8K ﹤0.01% 1839
2025
Q4 		$33.4K Buy
893
+623
+231% +$22.1K ﹤0.01% 1549
2025
Q3 		$8.98K Sell
270
-180
-40% -$6.29K ﹤0.01% 1958
2025
Q2 		$16.4K Buy
450
+433
+2,547% +$14.9K ﹤0.01% 1704
2025
Q1 		$563 Buy
17
+10
+143% +$317 ﹤0.01% 2058
2024
Q4 		$198 Buy
+7
New +$182 ﹤0.01% 2035
2022
Q3 		– Sell
-39
Closed -$2K – 1365
2022
Q2 		$2K Buy
+39
New +$1.51K ﹤0.01% 1136

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

Clearstead Advisors's UGI Position: Q2 2026 in Review

Clearstead Advisors increased its UGI (UGI) stake by 1,409% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,132 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Clearstead Advisors first reported a position in UGI in Q2 2022 and has held it in 8 quarters since. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Clearstead Advisors held 1,132 shares of UGI worth $39.1K as of Q2 2026.
  • Clearstead Advisors bought 1,057 UGI shares in Q2 2026, an estimated $37.4K.
  • UGI made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1582 holding.
  • Clearstead Advisors first reported a position in UGI in Q2 2022 and has held it in 8 quarters since.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.