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Diversify Wealth Management’s UGI UGI Stock Holding History

Diversify Wealth Management’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 		$363K Buy
+9,840
New +$348K 0.01% 990

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's UGI Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in UGI (UGI) in Q2 2026: 9,840 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings.

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

  • Diversify Wealth Management held 9,840 shares of UGI worth $363K as of Q2 2026.
  • UGI was a new Diversify Wealth Management position in Q2 2026.
  • UGI made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #990 holding.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.