GFPC
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Global Financial Private Client’s UGI UGI Stock Holding History

Global Financial Private Client’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 		$781K Buy
21,441
+830
+4% +$31.2K 0.26% 119
2025
Q4 		$771K Buy
20,611
+19
+0.1% +$673 0.27% 107
2025
Q3 		$685K Sell
20,592
-146
-0.7% -$5.1K 0.24% 115
2025
Q2 		$755K Buy
20,738
+6,060
+41% +$208K 0.28% 103
2025
Q1 		$485K Buy
14,678
+14,670
+183,375% +$465K 0.19% 130
2024
Q4 		$226 Buy
+8
New +$208 ﹤0.01% 1221

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