HWM
UGI icon

HB Wealth Management’s UGI UGI Stock Holding History

HB 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 		$559K Buy
16,194
+7,437
+85% +$263K ﹤0.01% 1040
2026
Q1 		$319K Buy
8,757
+1,083
+14% +$40.8K ﹤0.01% 1205
2025
Q4 		$287K Sell
7,674
-2,828
-27% -$100K ﹤0.01% 1154
2025
Q3 		$349K Buy
10,502
+4,005
+62% +$140K ﹤0.01% 998
2025
Q2 		$237K Sell
6,497
-1,207
-16% -$41.5K ﹤0.01% 1041
2025
Q1 		$255K Buy
7,704
+91
+1% +$2.88K ﹤0.01% 1034
2024
Q4 		$215K Buy
+7,613
New +$198K ﹤0.01% 954

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

HB Wealth Management's UGI Position: Q2 2026 in Review

HB Wealth Management increased its UGI (UGI) stake by 85% in Q2 2026, buying an estimated $263K and bringing the position to 16,194 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

HB Wealth Management first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • HB Wealth Management held 16,194 shares of UGI worth $559K as of Q2 2026.
  • HB Wealth Management bought 7,437 UGI shares in Q2 2026, an estimated $263K.
  • UGI made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • HB Wealth Management first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.