Financial Consulate’s UGI UGI Stock Holding History

Financial Consulate’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	–	Sell	-5	Closed	-$183	–	1521
2026 Q1	$183	Buy	+5	New	+$188	﹤0.01%	1374

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 $3.37T AUM 44.26% 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

Financial Consulate's UGI Position: Q2 2026 in Review

Financial Consulate sold out of UGI (UGI) in Q2 2026, closing a stake of 5 shares — an estimated $183 sold.

Financial Consulate first reported a position in UGI in Q1 2026 and held it in 1 quarter. The position peaked at $183 in Q1 2026. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Financial Consulate reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Financial Consulate sold 5 UGI shares in Q2 2026, an estimated $183.
Financial Consulate first reported a position in UGI in Q1 2026 and held it in 1 quarter.
Financial Consulate's UGI position peaked at $183 in Q1 2026.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.