Creative Planning’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Buy |
81,193
+7,352
| +10% | +$277K | ﹤0.01% | 1586 |
|
|
2025
Q4 | $2.76M | Buy |
73,841
+19,999
| +37% | +$708K | ﹤0.01% | 1447 |
|
|
2025
Q3 | $1.79M | Buy |
53,842
+383
| +0.7% | +$13.4K | ﹤0.01% | 1635 |
|
|
2025
Q2 | $1.95M | Buy |
53,459
+1,979
| +4% | +$68.1K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $1.7M | Sell |
51,480
-1,688
| -3% | -$53.5K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $1.5M | Buy |
53,168
+9,095
| +21% | +$236K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $1.1M | Buy |
44,073
+1,496
| +4% | +$36K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $975K | Sell |
42,577
-1,986
| -4% | -$48.1K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $1.09M | Buy |
44,563
+9,912
| +29% | +$238K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $852K | Sell |
34,651
-4,328
| -11% | -$95.5K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $896K | Buy |
38,979
+20,238
| +108% | +$502K | ﹤0.01% | 1215 |
|
|
2023
Q2 | $505K | Buy |
18,741
+2,938
| +19% | +$89.2K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $549K | Buy |
15,803
+307
| +2% | +$11.6K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $574K | Buy |
15,496
+5,356
| +53% | +$194K | ﹤0.01% | 1356 |
|
|
2022
Q3 | $328K | Buy |
10,140
+3,006
| +42% | +$119K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $275K | Sell |
7,134
-1,239
| -15% | -$48K | ﹤0.01% | 1673 |
|
|
2022
Q1 | $303K | Sell |
8,373
-2,364
| -22% | -$94.6K | ﹤0.01% | 1635 |
|
|
2021
Q4 | $493K | Buy |
10,737
+185
| +2% | +$8.23K | ﹤0.01% | 1311 |
|
|
2021
Q3 | $450K | Sell |
10,552
-652
| -6% | -$29.8K | ﹤0.01% | 1357 |
|
|
2021
Q2 | $519K | Sell |
11,204
-1,513
| -12% | -$68.1K | ﹤0.01% | 1258 |
|
|
2021
Q1 | $522K | Buy |
12,717
+1,165
| +10% | +$45K | ﹤0.01% | 1416 |
|
|
2020
Q4 | $404K | Sell |
11,552
-2,990
| -21% | -$105K | ﹤0.01% | 1441 |
|
|
2020
Q3 | $480K | Buy |
14,542
+1,504
| +12% | +$49.9K | ﹤0.01% | 1158 |
|
|
2020
Q2 | $415K | Sell |
13,038
-1,605
| -11% | -$48.7K | ﹤0.01% | 1127 |
|
|
2020
Q1 | $391K | Sell |
14,643
-3,702
| -20% | -$140K | ﹤0.01% | 1067 |
|
|
2019
Q4 | $828K | Sell |
18,345
-7,726
| -30% | -$354K | ﹤0.01% | 875 |
|
|
2019
Q3 | $1.31M | Buy |
26,071
+14,905
| +133% | +$745K | ﹤0.01% | 646 |
|
|
2019
Q2 | $596K | Sell |
11,166
-1,178
| -10% | -$62.7K | ﹤0.01% | 980 |
|
|
2019
Q1 | $684K | Buy |
12,344
+90
| +0.7% | +$4.92K | ﹤0.01% | 891 |
|
|
2018
Q4 | $654K | Buy |
12,254
+209
| +2% | +$11.6K | ﹤0.01% | 841 |
|
|
2018
Q3 | $668K | Buy |
12,045
+1,364
| +13% | +$73.5K | ﹤0.01% | 930 |
|
|
2018
Q2 | $556K | Sell |
10,681
-3,137
| -23% | -$152K | ﹤0.01% | 1015 |
|
|
2018
Q1 | $614K | Buy |
13,818
+3,969
| +40% | +$178K | ﹤0.01% | 984 |
|
|
2017
Q4 | $462K | Sell |
9,849
-3,982
| -29% | -$190K | ﹤0.01% | 1128 |
|
|
2017
Q3 | $648K | Sell |
13,831
-166
| -1% | -$8.1K | ﹤0.01% | 920 |
|
|
2017
Q2 | $678K | Buy |
13,997
+5,666
| +68% | +$282K | ﹤0.01% | 866 |
|
|
2017
Q1 | $412K | Sell |
8,331
-212
| -2% | -$10.1K | ﹤0.01% | 1100 |
|
|
2016
Q4 | $394K | Buy |
8,543
+119
| +1% | +$5.33K | ﹤0.01% | 1042 |
|
|
2016
Q3 | $381K | Sell |
8,424
-3,471
| -29% | -$158K | ﹤0.01% | 1043 |
|
|
2016
Q2 | $538K | Buy |
11,895
+429
| +4% | +$18.1K | ﹤0.01% | 738 |
|
|
2016
Q1 | $462K | Buy |
11,466
+828
| +8% | +$30K | ﹤0.01% | 781 |
|
|
2015
Q4 | $359K | Buy |
10,638
+9,347
| +724% | +$324K | ﹤0.01% | 909 |
|
|
2015
Q3 | $45K | Buy |
+1,291
| New | +$45.1K | ﹤0.01% | 2121 |
|
|
2015
Q2 | – | Sell |
-991
| Closed | -$32K | – | 2906 |
|
|
2015
Q1 | $32K | Sell |
991
-1,362
| -58% | -$47.8K | ﹤0.01% | 2337 |
|
|
2014
Q4 | $89K | Buy |
2,353
+640
| +37% | +$23.6K | ﹤0.01% | 1612 |
|
|
2014
Q3 | $58K | Hold |
1,713
| – | – | ﹤0.01% | 1823 |
|
|
2014
Q2 | $58K | Sell |
1,713
-252
| -13% | -$7.97K | ﹤0.01% | 1786 |
|
|
2014
Q1 | $60K | Buy |
1,965
+357
| +22% | +$10.3K | ﹤0.01% | 1692 |
|
|
2013
Q4 | $44K | Hold |
1,608
| – | – | ﹤0.01% | 1698 |
|
|
2013
Q3 | $42K | Sell |
1,608
-300
| -16% | -$8.04K | ﹤0.01% | 1622 |
|
|
2013
Q2 | $50K | Buy |
+1,908
| New | +$50.2K | ﹤0.01% | 1387 |
|
Other funds holding UGI
VPM
VCM
SCM
Creative Planning's UGI Position: Q1 2026 in Review
Creative Planning increased its UGI (UGI) stake by 10% in Q1 2026, buying an estimated $277K and bringing the position to 81,193 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.
Creative Planning first reported a position in UGI in Q2 2013 and has held it in 51 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.
- Creative Planning held 81,193 shares of UGI worth $2.96M as of Q1 2026.
- Creative Planning bought 7,352 UGI shares in Q1 2026, an estimated $277K.
- UGI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1586 holding.
- Creative Planning first reported a position in UGI in Q2 2013 and has held it in 51 quarters since.
- 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.