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HFM Investment Advisors’s UGI UGI Stock Holding History

HFM Investment 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 		$691 Buy
20
+7
+54% +$247 ﹤0.01% 876
2026
Q1 		$473 Buy
13
+3
+30% +$113 ﹤0.01% 703
2025
Q4 		$375 Hold
10
– – ﹤0.01% 811
2025
Q3 		$333 Sell
10
-3
-23% -$105 ﹤0.01% 827
2025
Q2 		$473 Buy
13
+9
+225% +$310 ﹤0.01% 670
2025
Q1 		$133 Buy
+4
New +$127 ﹤0.01% 776

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's UGI Position: Q2 2026 in Review

HFM Investment Advisors increased its UGI (UGI) stake by 54% in Q2 2026, buying an estimated $247 and bringing the position to 20 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #876.

HFM Investment Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • HFM Investment Advisors held 20 shares of UGI worth $691 as of Q2 2026.
  • HFM Investment Advisors bought 7 UGI shares in Q2 2026, an estimated $247.
  • UGI made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #876 holding.
  • HFM Investment Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.