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Halbert Hargrove Global Advisors’s UGI UGI Stock Holding History

Halbert Hargrove Global 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
2026
Q2 		$127 Buy
+4
New +$141 ﹤0.01% 699
2025
Q4 		– Sell
-14
Closed -$466 – 721
2025
Q3 		$466 Buy
+14
New +$489 ﹤0.01% 700

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

Halbert Hargrove Global Advisors's UGI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in UGI (UGI) in Q2 2026: 4 shares worth $127. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in UGI as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in UGI in Q3 2025 and has held it in 2 quarters since. The position peaked at $466 in Q3 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of UGI worth $127 as of Q2 2026.
  • UGI was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • UGI made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #699 holding.
  • Halbert Hargrove Global Advisors first reported a position in UGI in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's UGI position peaked at $466 in Q3 2025.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.