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Fulton Bank’s UGI UGI Stock Holding History

Fulton Bank’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 		$327K Sell
9,462
-585
-6% -$20.7K 0.01% 576
2026
Q1 		$366K Hold
10,047
– – 0.01% 519
2025
Q4 		$376K Buy
10,047
+492
+5% +$17.4K 0.01% 504
2025
Q3 		$318K Sell
9,555
-621
-6% -$21.7K 0.01% 535
2025
Q2 		$371K Sell
10,176
-5,890
-37% -$203K 0.01% 489
2025
Q1 		$531K Buy
16,066
+106
+0.7% +$3.36K 0.02% 396
2024
Q4 		$451K Buy
15,960
+111
+0.7% +$2.88K 0.02% 433
2024
Q3 		$397K Buy
15,849
+866
+6% +$20.9K 0.02% 475
2024
Q2 		$343K Buy
14,983
+558
+4% +$13.5K 0.01% 489
2024
Q1 		$354K Sell
14,425
-3,746
-21% -$90K 0.01% 474
2023
Q4 		$447K Buy
18,171
+634
+4% +$14K 0.02% 385
2023
Q3 		$403K Buy
17,537
+5,601
+47% +$139K 0.02% 383
2023
Q2 		$322K Buy
11,936
+619
+5% +$18.8K 0.02% 437
2023
Q1 		$393K Buy
11,317
+894
+9% +$33.9K 0.02% 368
2022
Q4 		$387K Sell
10,423
-624
-6% -$22.6K 0.02% 354
2022
Q3 		$357K Sell
11,047
-431
-4% -$17K 0.02% 348
2022
Q2 		$443K Buy
11,478
+918
+9% +$35.6K 0.02% 318
2022
Q1 		$382K Buy
10,560
+929
+10% +$37.2K 0.02% 369
2021
Q4 		$442K Buy
9,631
+1,253
+15% +$55.7K 0.02% 361
2021
Q3 		$357K Buy
8,378
+1,958
+30% +$89.5K 0.02% 388
2021
Q2 		$297K Buy
6,420
+673
+12% +$30.3K 0.01% 403
2021
Q1 		$235K Sell
5,747
-1,265
-18% -$48.9K 0.01% 436
2020
Q4 		$245K Buy
7,012
+574
+9% +$20.1K 0.01% 402
2020
Q3 		$212K Sell
6,438
-282
-4% -$9.36K 0.01% 405
2020
Q2 		$214K Buy
+6,720
New +$204K 0.01% 381

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 $3.37T AUM 44.26% 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

Fulton Bank's UGI Position: Q2 2026 in Review

Fulton Bank reduced its UGI (UGI) stake by 5.8% in Q2 2026, selling an estimated $20.7K and leaving 9,462 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #576.

Fulton Bank first reported a position in UGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $531K in Q1 2025. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Fulton Bank held 9,462 shares of UGI worth $327K as of Q2 2026.
  • Fulton Bank sold 585 UGI shares in Q2 2026, an estimated $20.7K.
  • UGI made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #576 holding.
  • Fulton Bank first reported a position in UGI in Q2 2020 and has held it in 25 quarters since.
  • Fulton Bank's UGI position peaked at $531K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.