FFO
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Fortitude Family Office’s UGI UGI Stock Holding History

Fortitude Family Office’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 		$3.63K Sell
105
-32
-23% -$1.13K ﹤0.01% 1227
2026
Q1 		$4.99K Buy
137
+90
+191% +$3.39K ﹤0.01% 913
2025
Q4 		$1.76K Sell
47
-13
-22% -$460 ﹤0.01% 1230
2025
Q3 		$2K Buy
60
+5
+9% +$175 ﹤0.01% 1217
2025
Q2 		$2K Buy
+55
New +$1.89K ﹤0.01% 1194

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Family Office's UGI Position: Q2 2026 in Review

Fortitude Family Office reduced its UGI (UGI) stake by 23% in Q2 2026, selling an estimated $1.13K and leaving 105 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Fortitude Family Office first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.99K in Q1 2026. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Fortitude Family Office held 105 shares of UGI worth $3.63K as of Q2 2026.
  • Fortitude Family Office sold 32 UGI shares in Q2 2026, an estimated $1.13K.
  • UGI made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1227 holding.
  • Fortitude Family Office first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's UGI position peaked at $4.99K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.