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Consolidated Planning Corp’s UGI UGI Stock Holding History

Consolidated Planning Corp’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 		$1.33M Buy
38,564
+775
+2% +$27.4K 0.18% 70
2026
Q1 		$1.38M Buy
37,789
+3,718
+11% +$140K 0.22% 73
2025
Q4 		$1.28M Buy
34,071
+3,173
+10% +$112K 0.13% 116
2025
Q3 		$1.03M Buy
+30,898
New +$1.08M 0.11% 126

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

Consolidated Planning Corp's UGI Position: Q2 2026 in Review

Consolidated Planning Corp increased its UGI (UGI) stake by 2.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 38,564 shares worth $1.33M. The position accounts for 0.18% of the portfolio, ranked #70.

Consolidated Planning Corp first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Consolidated Planning Corp held 38,564 shares of UGI worth $1.33M as of Q2 2026.
  • Consolidated Planning Corp bought 775 UGI shares in Q2 2026, an estimated $27.4K.
  • UGI made up 0.18% of Consolidated Planning Corp's portfolio in Q2 2026, its #70 holding.
  • Consolidated Planning Corp first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Consolidated Planning Corp's UGI position peaked at $1.38M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.