Creative Planning
UGI icon

Creative Planning’s UGI UGI Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-700
Closed -$3.9K – 3083
2023
Q3 		$3.9K Buy
700
+200
+40% +$4.96K ﹤0.01% 2750
2023
Q2 		$4.86K Buy
+500
New +$15.2K ﹤0.01% 2571
2022
Q4 		– Sell
-1,500
Closed -$12K – 2612
2022
Q3 		$12K Buy
1,500
+200
+15% +$7.89K ﹤0.01% 2216
2022
Q2 		$18K Buy
+1,300
New +$50.4K ﹤0.01% 2155

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.