Cyndeo Wealth Partners’s UGI UGI Stock Holding History

Cyndeo Wealth Partners’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	$8.92M	Buy	258,181 +7,409	+3%	+$262K	0.42%	79
2026 Q1	$9.13M	Sell	250,772 -11,770	-4%	-$443K	0.48%	66
2025 Q4	$9.83M	Buy	262,542 +9,037	+4%	+$320K	0.53%	50
2025 Q3	$8.43M	Buy	253,505 +10,409	+4%	+$364K	0.47%	63
2025 Q2	$8.85M	Buy	243,096 +3,695	+2%	+$127K	0.52%	52
2025 Q1	$7.92M	Sell	239,401 -16,564	-6%	-$525K	0.52%	59
2024 Q4	$7.23M	Buy	+255,965	New	+$6.64M	0.49%	63

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 $3.37T AUM 44.26% 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

Cyndeo Wealth Partners's UGI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its UGI (UGI) stake by 3% in Q2 2026, buying an estimated $262K and bringing the position to 258,181 shares worth $8.92M. The position accounts for 0.42% of the portfolio, ranked #79.

Cyndeo Wealth Partners first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.83M in Q4 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Cyndeo Wealth Partners held 258,181 shares of UGI worth $8.92M as of Q2 2026.
Cyndeo Wealth Partners bought 7,409 UGI shares in Q2 2026, an estimated $262K.
UGI made up 0.42% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #79 holding.
Cyndeo Wealth Partners first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's UGI position peaked at $9.83M in Q4 2025.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.