Envestnet Portfolio Solutions’s UGI UGI Stock Holding History

Envestnet Portfolio Solutions’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	$1.04M	Buy	30,228 +124	+0.4%	+$4.38K	0.01%	694
2026 Q1	$1.1M	Sell	30,104 -1,464	-5%	-$55.1K	0.01%	604
2025 Q4	$1.18M	Buy	31,568 +933	+3%	+$33K	﹤0.01%	705
2025 Q3	$1.02M	Sell	30,635 -17,560	-36%	-$614K	﹤0.01%	732
2025 Q2	$1.76M	Buy	48,195 +24,373	+102%	+$838K	0.01%	604
2025 Q1	$788K	Buy	23,822 +9,266	+64%	+$294K	﹤0.01%	873
2024 Q4	$411K	Buy	14,556 +1,204	+9%	+$31.2K	﹤0.01%	1333
2024 Q3	$334K	Buy	13,352 +1,585	+13%	+$38.2K	﹤0.01%	1386
2024 Q2	$269K	Buy	+11,767	New	+$285K	﹤0.01%	1437

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's UGI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its UGI (UGI) stake by 0.41% in Q2 2026, buying an estimated $4.38K and bringing the position to 30,228 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #694.

Envestnet Portfolio Solutions first reported a position in UGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q2 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Envestnet Portfolio Solutions held 30,228 shares of UGI worth $1.04M as of Q2 2026.
Envestnet Portfolio Solutions bought 124 UGI shares in Q2 2026, an estimated $4.38K.
UGI made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #694 holding.
Envestnet Portfolio Solutions first reported a position in UGI in Q2 2024 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's UGI position peaked at $1.76M in Q2 2025.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.