Creative Capital Management Investments’s UGI UGI Stock Holding History

Creative Capital Management Investments’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	$1.42K	Buy	+41	New	+$1.45K	﹤0.01%	971

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 $3.38T AUM 44.17% 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

Creative Capital Management Investments's UGI Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in UGI (UGI) in Q2 2026: 41 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

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

Creative Capital Management Investments held 41 shares of UGI worth $1.42K as of Q2 2026.
UGI was a new Creative Capital Management Investments position in Q2 2026.
UGI made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #971 holding.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.