Concurrent Investment Advisors’s UGI UGI Stock Holding History

Concurrent Investment 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	$232K	Buy	+6,731	New	+$238K	﹤0.01%	1857

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Concurrent Investment Advisors's UGI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in UGI (UGI) in Q2 2026: 6,731 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings.

619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Concurrent Investment Advisors held 6,731 shares of UGI worth $232K as of Q2 2026.
UGI was a new Concurrent Investment Advisors position in Q2 2026.
UGI made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1857 holding.
619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.