GoalVest Advisory’s UGI UGI Stock Holding History

GoalVest Advisory’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	$1.66K	Buy	+48	New	+$1.7K	﹤0.01%	462
2024 Q1	–	Sell	-136	Closed	-$3.35K	–	478
2023 Q4	$3.35K	Sell	136 -27,498	-100%	-$607K	﹤0.01%	308
2023 Q3	$636K	Sell	27,634 -2,756	-9%	-$68.4K	0.32%	56
2023 Q2	$820K	Sell	30,390 -3,058	-9%	-$92.8K	0.42%	49
2023 Q1	$1.16M	Buy	33,448 +3,634	+12%	+$138K	0.68%	38
2022 Q4	$1.11M	Buy	29,814 +3,940	+15%	+$142K	0.71%	36
2022 Q3	$837K	Buy	25,874 +3,438	+15%	+$136K	0.59%	49
2022 Q2	$864K	Buy	+22,436	New	+$870K	0.55%	56

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return