CFO
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CVA Family Office’s UGI UGI Stock Holding History

CVA Family Office’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
Q1 		$9.18K Buy
252
+230
+1,045% +$8.65K ﹤0.01% 1024
2025
Q4 		$823 Hold
22
– – ﹤0.01% 1134
2025
Q3 		$732 Hold
22
– – ﹤0.01% 1179
2025
Q2 		$801 Hold
22
– – ﹤0.01% 1133
2025
Q1 		$728 Hold
22
– – ﹤0.01% 1161
2024
Q4 		$621 Hold
22
– – ﹤0.01% 1178
2024
Q3 		$550 Hold
22
– – ﹤0.01% 1192
2024
Q2 		$504 Buy
+22
New +$533 ﹤0.01% 1203
2023
Q2 		– Sell
-35
Closed -$1.22K – 1069
2023
Q1 		$1.22K Sell
35
-15
-30% -$569 ﹤0.01% 886
2022
Q4 		$1.85K Buy
+50
New +$1.81K ﹤0.01% 832

Other funds holding UGI

BlackRock
BlackRock New York $5.7T 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