Farther Finance Advisors’s UGI UGI Stock Holding History

Farther Finance 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	$575K	Buy	15,941 +3,831	+32%	+$144K	0.01%	1307
2025 Q4	$453K	Buy	12,110 +3,652	+43%	+$129K	﹤0.01%	1376
2025 Q3	$281K	Sell	8,458 -395	-4%	-$13.8K	﹤0.01%	1424
2025 Q2	$322K	Sell	8,853 -814	-8%	-$28K	0.01%	1144
2025 Q1	$324K	Buy	9,667 +5,517	+133%	+$175K	0.01%	1008
2024 Q4	$117K	Buy	4,150 +2,077	+100%	+$53.9K	﹤0.01%	1236
2024 Q3	$51.9K	Buy	2,073 +1,358	+190%	+$32.7K	﹤0.01%	1631
2024 Q2	$16.3K	Buy	715 +207	+41%	+$5.01K	﹤0.01%	1856
2024 Q1	$12.2K	Sell	508 -81	-14%	-$1.95K	﹤0.01%	1683
2023 Q4	$14.5K	Buy	589 +118	+25%	+$2.6K	﹤0.01%	1450
2023 Q3	$10.8K	Sell	471 -5	-1%	-$124	﹤0.01%	1265
2023 Q2	$12.8K	Sell	476 -12	-2%	-$364	﹤0.01%	1118
2023 Q1	$17K	Hold	488	–	–	0.01%	954
2022 Q4	$18.1K	Buy	+488	New	+$17.6K	0.01%	765

Other funds holding UGI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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