IWM
UGI icon

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
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 – 1227
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 		$18 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
BlackRock New York $5.7T 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