FGA
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Fortis Group Advisors’s UGI UGI Stock Holding History

Fortis Group 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 		$18.8K Hold
515
– – ﹤0.01% 347
2025
Q4 		$19.3K Hold
515
– – ﹤0.01% 348
2025
Q3 		$17.1K Hold
515
– – ﹤0.01% 309
2025
Q2 		$18.8K Hold
515
– – ﹤0.01% 293
2025
Q1 		$17K Hold
515
– – ﹤0.01% 264
2024
Q4 		$14.5K Hold
515
– – ﹤0.01% 278
2024
Q3 		$12.9K Hold
515
– – ﹤0.01% 280
2024
Q2 		$11.8K Hold
515
– – ﹤0.01% 286
2024
Q1 		$12.6K Sell
515
-515
-50% -$12.4K ﹤0.01% 300
2023
Q4 		$25.3K Buy
1,030
+142
+16% +$3.13K 0.01% 218
2023
Q3 		$20.4K Buy
+888
New +$22K 0.01% 179
2020
Q3 		$358K Buy
+10,888
New +$361K 0.07% 122

Other funds holding UGI

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
SCM
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