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Hemington Wealth Management’s UGI UGI Stock Holding History

Hemington 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
2025
Q3 		$8K Sell
262
-18
-6% -$629 ﹤0.01% 993
2025
Q2 		$10K Buy
280
+103
+58% +$3.54K ﹤0.01% 873
2025
Q1 		$5K Buy
177
+50
+39% +$1.58K ﹤0.01% 1076
2024
Q4 		$3K Buy
127
+57
+81% +$1.48K ﹤0.01% 1211
2024
Q3 		$1K Buy
+70
New +$1.69K ﹤0.01% 1429

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Hemington Wealth Management's UGI Position: Q3 2025 in Review

Hemington Wealth Management reduced its UGI (UGI) stake by 6.4% in Q3 2025, selling an estimated $629 and leaving 262 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Hemington Wealth Management first reported a position in UGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q2 2025. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Hemington Wealth Management held 262 shares of UGI worth $8K as of Q3 2025.
  • Hemington Wealth Management sold 18 UGI shares in Q3 2025, an estimated $629.
  • UGI made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #993 holding.
  • Hemington Wealth Management first reported a position in UGI in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's UGI position peaked at $10K in Q2 2025.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.