Golden State Wealth Management’s UGI UGI Stock Holding History

Golden State Wealth Management’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	$29.5K	Sell	854 -404	-32%	-$14.3K	﹤0.01%	865
2026 Q1	$45.8K	Hold	1,258	–	–	0.01%	708
2025 Q4	$47.1K	Hold	1,258	–	–	0.01%	707
2025 Q3	$41.8K	Hold	1,258	–	–	﹤0.01%	720
2025 Q2	$45.8K	Hold	1,258	–	–	0.01%	666
2025 Q1	$41.6K	Hold	1,258	–	–	0.01%	632
2024 Q4	$35.5K	Buy	+1,258	New	+$32.6K	0.01%	642
2020 Q2	–	Sell	-497	Closed	-$13K	–	862
2020 Q1	$13K	Buy	+497	New	+$18.8K	0.01%	577
2019 Q4	–	Sell	-450	Closed	-$23K	–	875
2019 Q3	$23K	Buy	+450	New	+$22.5K	0.01%	596

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Golden State Wealth Management's UGI Position: Q2 2026 in Review

Golden State Wealth Management reduced its UGI (UGI) stake by 32% in Q2 2026, selling an estimated $14.3K and leaving 854 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Golden State Wealth Management first reported a position in UGI in Q3 2019 and has held it in 9 quarters since. The position peaked at $47.1K in Q4 2025. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Golden State Wealth Management held 854 shares of UGI worth $29.5K as of Q2 2026.
Golden State Wealth Management sold 404 UGI shares in Q2 2026, an estimated $14.3K.
UGI made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #865 holding.
Golden State Wealth Management first reported a position in UGI in Q3 2019 and has held it in 9 quarters since.
Golden State Wealth Management's UGI position peaked at $47.1K in Q4 2025.
619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.