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EverSource Wealth Advisors’s UGI UGI Stock Holding History

EverSource 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
Q2 		$470K Buy
13,615
+1,181
+9% +$41.7K 0.02% 579
2026
Q1 		$453K Buy
12,434
+2,592
+26% +$97.5K 0.01% 643
2025
Q4 		$368K Buy
9,842
+456
+5% +$16.1K 0.01% 656
2025
Q3 		$312K Sell
9,386
-158
-2% -$5.52K 0.01% 709
2025
Q2 		$348K Buy
9,544
+385
+4% +$13.2K 0.02% 597
2025
Q1 		$303K Buy
9,159
+1,096
+14% +$34.7K 0.02% 522
2024
Q4 		$228K Buy
8,063
+1,260
+19% +$32.7K 0.01% 612
2024
Q3 		$170K Buy
6,803
+201
+3% +$4.84K 0.01% 617
2024
Q2 		$164K Buy
6,602
+3,980
+152% +$96.4K 0.01% 628
2024
Q1 		$67K Sell
2,622
-507
-16% -$12.2K 0.01% 860
2023
Q4 		$77K Sell
3,129
-282
-8% -$6.22K 0.01% 736
2023
Q3 		$78.5K Buy
3,411
+1,542
+83% +$38.3K 0.01% 655
2023
Q2 		$50.4K Sell
1,869
-368
-16% -$11.2K 0.01% 836
2023
Q1 		$77.8K Sell
2,237
-400
-15% -$15.2K 0.01% 633
2022
Q4 		$97.8K Buy
2,637
+2,258
+596% +$81.6K 0.01% 518
2022
Q3 		$12K Sell
379
-983
-72% -$38.8K ﹤0.01% 1080
2022
Q2 		$53K Buy
1,362
+1,310
+2,519% +$50.8K 0.01% 614
2022
Q1 		$2K Buy
+52
New +$2.08K ﹤0.01% 1594

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

EverSource Wealth Advisors's UGI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its UGI (UGI) stake by 9.5% in Q2 2026, buying an estimated $41.7K and bringing the position to 13,615 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #579.

EverSource Wealth Advisors first reported a position in UGI in Q1 2022 and has held it in 18 quarters since. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • EverSource Wealth Advisors held 13,615 shares of UGI worth $470K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,181 UGI shares in Q2 2026, an estimated $41.7K.
  • UGI made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #579 holding.
  • EverSource Wealth Advisors first reported a position in UGI in Q1 2022 and has held it in 18 quarters since.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.