Cornerstone Select Advisors’s UGI UGI Stock Holding History

Cornerstone Select 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	$1.46M	Buy	42,218 +2,094	+5%	+$74K	0.61%	50
2026 Q1	$1.46M	Buy	40,124 +5,515	+16%	+$208K	0.91%	39
2025 Q4	$1.3M	Buy	34,609 +13,090	+61%	+$464K	0.9%	39
2025 Q3	$716K	Buy	21,519 +5,524	+35%	+$193K	0.53%	54
2025 Q2	$583K	Buy	15,995 +893	+6%	+$30.7K	0.51%	57
2025 Q1	$499K	Buy	15,102 +8,013	+113%	+$254K	0.47%	61
2024 Q4	$200K	Buy	+7,089	New	+$184K	0.19%	109

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Select Advisors's UGI Position: Q2 2026 in Review

Cornerstone Select Advisors increased its UGI (UGI) stake by 5.2% in Q2 2026, buying an estimated $74K and bringing the position to 42,218 shares worth $1.46M. The position accounts for 0.61% of the portfolio, ranked #50.

Cornerstone Select Advisors first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Cornerstone Select Advisors held 42,218 shares of UGI worth $1.46M as of Q2 2026.
Cornerstone Select Advisors bought 2,094 UGI shares in Q2 2026, an estimated $74K.
UGI made up 0.61% of Cornerstone Select Advisors's portfolio in Q2 2026, its #50 holding.
Cornerstone Select Advisors first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
Cornerstone Select Advisors's UGI position peaked at $1.46M in Q1 2026.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.