Key Financial Inc’s UGI UGI Stock Holding History

Key Financial Inc’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	-8	Closed	-$299	–	1467
2025 Q4	$299	Hold	8	–	–	﹤0.01%	1358
2025 Q3	$268	Buy	+8	New	+$280	﹤0.01%	1384
2023 Q2	–	Sell	-634	Closed	-$22K	–	1390
2023 Q1	$22K	Sell	634 -449	-41%	-$17K	0.01%	530
2022 Q4	$35K	Hold	1,083	–	–	0.02%	414
2022 Q3	$35K	Hold	1,083	–	–	0.02%	418
2022 Q2	$43K	Hold	1,083	–	–	0.02%	391
2022 Q1	$39K	Hold	1,083	–	–	0.02%	393
2021 Q4	$50K	Sell	1,083 -3,700	-77%	-$165K	0.03%	353
2021 Q3	$204K	Hold	4,783	–	–	0.12%	146
2021 Q2	$220K	Hold	4,783	–	–	0.12%	146
2021 Q1	$196K	Hold	4,783	–	–	0.13%	141
2020 Q4	$167K	Buy	+4,783	New	+$167K	0.12%	138
2020 Q2	–	Sell	-4,783	Closed	-$129K	–	591
2020 Q1	$129K	Sell	4,783 -1,218	-20%	-$46.1K	0.13%	128
2019 Q4	$271K	Buy	+6,001	New	+$275K	0.25%	85

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's UGI Position: Q1 2026 in Review

Key Financial Inc sold out of UGI (UGI) in Q1 2026, closing a stake of 8 shares — an estimated $299 sold.

Key Financial Inc first reported a position in UGI in Q4 2019 and held it in 14 quarters. The position peaked at $271K in Q4 2019. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Key Financial Inc reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 8 UGI shares in Q1 2026, an estimated $299.
Key Financial Inc first reported a position in UGI in Q4 2019 and held it in 14 quarters.
Key Financial Inc's UGI position peaked at $271K in Q4 2019.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.