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Fifth Third Wealth Advisors’s UGI UGI Stock Holding History

Fifth Third 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 		$269K Buy
7,780
+47
+0.6% +$1.66K 0.01% 774
2026
Q1 		$282K Buy
7,733
+303
+4% +$11.4K 0.01% 633
2025
Q4 		$278K Sell
7,430
-90
-1% -$3.19K 0.01% 616
2025
Q3 		$250K Buy
7,520
+106
+1% +$3.71K 0.01% 632
2025
Q2 		$270K Buy
7,414
+472
+7% +$16.2K 0.01% 572
2025
Q1 		$230K Buy
+6,942
New +$220K 0.01% 618

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors's UGI Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its UGI (UGI) stake by 0.61% in Q2 2026, buying an estimated $1.66K and bringing the position to 7,780 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #774.

Fifth Third Wealth Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q1 2026. 95 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Fifth Third Wealth Advisors held 7,780 shares of UGI worth $269K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 47 UGI shares in Q2 2026, an estimated $1.66K.
  • UGI made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #774 holding.
  • Fifth Third Wealth Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • Fifth Third Wealth Advisors's UGI position peaked at $282K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.