IHT Wealth Management’s UGI UGI Stock Holding History

IHT 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	–	Sell	-5,512	Closed	-$201K	–	1353
2026 Q1	$201K	Sell	5,512 -54	-1%	-$2.03K	﹤0.01%	1199
2025 Q4	$208K	Buy	+5,566	New	+$197K	0.01%	1123
2025 Q3	–	Sell	-5,612	Closed	-$204K	–	1226
2025 Q2	$204K	Sell	5,612 -748	-12%	-$25.7K	0.01%	1088
2025 Q1	$210K	Buy	+6,360	New	+$201K	0.01%	1011
2024 Q4	–	Sell	-9,747	Closed	-$242K	–	1211
2024 Q3	$242K	Buy	+9,747	New	+$235K	0.01%	1008
2018 Q2	–	Sell	-91	Closed	-$4K	–	1308
2018 Q1	$4K	Hold	91	–	–	﹤0.01%	1398
2017 Q4	$4K	Hold	91	–	–	﹤0.01%	1394
2017 Q3	$4K	Hold	91	–	–	﹤0.01%	1132
2017 Q2	$18K	Hold	91	–	–	0.01%	816
2017 Q1	$5K	Hold	91	–	–	﹤0.01%	965
2016 Q4	$4K	Buy	+91	New	+$4.07K	﹤0.01%	959

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

IHT Wealth Management sold out of UGI (UGI) in Q2 2026, closing a stake of 5,512 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in UGI in Q4 2016 and held it in 11 quarters. The position peaked at $242K in Q3 2024. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

IHT Wealth Management reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 5,512 UGI shares in Q2 2026, an estimated $201K.
IHT Wealth Management first reported a position in UGI in Q4 2016 and held it in 11 quarters.
IHT Wealth Management's UGI position peaked at $242K in Q3 2024.
621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.