GA
UGI icon

Guerra Advisors’s UGI UGI Stock Holding History

Guerra Advisors’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
2025
Q3 		$665 Buy
+20
New +$699 ﹤0.01% 777

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Guerra Advisors's UGI Position: Q3 2025 in Review

Guerra Advisors opened a new position in UGI (UGI) in Q3 2025: 20 shares worth $665. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Guerra Advisors held 20 shares of UGI worth $665 as of Q3 2025.
  • UGI was a new Guerra Advisors position in Q3 2025.
  • UGI made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #777 holding.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.