IAS
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IMA Advisory Services’s UGI UGI Stock Holding History

IMA Advisory Services’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 		$1.99K Sell
54
-61
-53% -$2.29K ﹤0.01% 648
2025
Q4 		$4.31K Buy
115
+109
+1,817% +$3.86K ﹤0.01% 467
2025
Q3 		$202 Hold
6
– – ﹤0.01% 498
2025
Q2 		$221 Buy
+6
New +$206 ﹤0.01% 470
2016
Q1 		– Sell
-15,440
Closed -$495K – 129
2015
Q4 		$495K Buy
15,440
+70
+0.5% +$2.43K 0.3% 74
2015
Q3 		$508K Hold
15,370
– – 0.32% 78
2015
Q2 		$529K Sell
15,370
-600
-4% -$21.3K 0.25% 86
2015
Q1 		$520K Buy
+15,970
New +$560K 0.25% 88

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