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EP Wealth Advisors’s UGI UGI Stock Holding History

EP Wealth Advisors’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 		$643K Sell
17,656
-1,025
-5% -$38.6K ﹤0.01% 798
2025
Q4 		$699K Buy
+18,681
New +$662K ﹤0.01% 731
2025
Q2 		$614K Sell
16,862
-379
-2% -$13K ﹤0.01% 705
2025
Q1 		$570K Buy
17,241
+850
+5% +$26.9K ﹤0.01% 660
2024
Q4 		$463K Buy
16,391
+1,948
+13% +$50.6K ﹤0.01% 718
2024
Q3 		$361K Buy
+14,443
New +$348K ﹤0.01% 796

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