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Crestwood Advisors Group’s UGI UGI Stock Holding History

Crestwood Advisors Group’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 		$252K Buy
+7,307
New +$258K ﹤0.01% 750

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Crestwood Advisors Group's UGI Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in UGI (UGI) in Q2 2026: 7,307 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

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

  • Crestwood Advisors Group held 7,307 shares of UGI worth $252K as of Q2 2026.
  • UGI was a new Crestwood Advisors Group position in Q2 2026.
  • UGI made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #750 holding.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.