Focus Partners Advisor Solutions’s UGI UGI Stock Holding History

Focus Partners Advisor Solutions’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	$300K	Buy	+8,686	New	+$307K	﹤0.01%	1012

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Focus Partners Advisor Solutions's UGI Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in UGI (UGI) in Q2 2026: 8,686 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Focus Partners Advisor Solutions held 8,686 shares of UGI worth $300K as of Q2 2026.
UGI was a new Focus Partners Advisor Solutions position in Q2 2026.
UGI made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1012 holding.
619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.