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IFG Advisory’s UGI UGI Stock Holding History

IFG Advisory’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
Q1 		– Sell
-16,263
Closed -$609K – 839
2025
Q4 		$609K Sell
16,263
-1,305
-7% -$46.2K 0.03% 461
2025
Q3 		$584K Sell
17,568
-30
-0.2% -$1.05K 0.03% 461
2025
Q2 		$641K Hold
17,598
– – 0.03% 426
2025
Q1 		$582K Sell
17,598
-592
-3% -$18.8K 0.03% 411
2024
Q4 		$514K Sell
18,190
-2,448
-12% -$63.5K 0.03% 415
2024
Q3 		$516K Sell
20,638
-502
-2% -$12.1K 0.03% 331
2024
Q2 		$484K Sell
21,140
-34
-0.2% -$824 0.03% 406
2024
Q1 		$520K Sell
21,174
-286
-1% -$6.87K 0.04% 309
2023
Q4 		$528K Sell
21,460
-9,741
-31% -$215K 0.04% 358
2023
Q3 		$718K Sell
31,201
-487
-2% -$12.1K 0.06% 273
2023
Q2 		$855K Sell
31,688
-5,027
-14% -$153K 0.08% 225
2023
Q1 		$1.28M Buy
36,715
+28,902
+370% +$1.1M 0.12% 193
2022
Q4 		$289K Buy
7,813
+138
+2% +$4.99K 0.03% 406
2022
Q3 		$248K Buy
7,675
+3
+0% +$118 0.02% 451
2022
Q2 		$296K Buy
7,672
+1
+0% +$39 0.03% 383
2022
Q1 		$277K Sell
7,671
-152
-2% -$6.08K 0.03% 417
2021
Q4 		$359K Sell
7,823
-2,499
-24% -$111K 0.04% 371
2021
Q3 		$439K Buy
+10,322
New +$472K 0.05% 322

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFG Advisory's UGI Position: Q1 2026 in Review

IFG Advisory sold out of UGI (UGI) in Q1 2026, closing a stake of 16,263 shares — an estimated $609K sold.

IFG Advisory first reported a position in UGI in Q3 2021 and held it in 18 quarters. The position peaked at $1.28M in Q1 2023. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • IFG Advisory reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 16,263 UGI shares in Q1 2026, an estimated $609K.
  • IFG Advisory first reported a position in UGI in Q3 2021 and held it in 18 quarters.
  • IFG Advisory's UGI position peaked at $1.28M in Q1 2023.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.