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Kingsview Wealth Management’s UGI UGI Stock Holding History

Kingsview 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
2025
Q1 		– Sell
-26,215
Closed -$740K – 1187
2024
Q4 		$740K Buy
+26,215
New +$680K 0.01% 631
2024
Q3 		– Sell
-28,874
Closed -$661K – 1155
2024
Q2 		$661K Buy
+28,874
New +$700K 0.02% 609
2023
Q4 		– Sell
-109,426
Closed -$2.52M – 1025
2023
Q3 		$2.52M Buy
+109,426
New +$2.72M 0.09% 233
2020
Q3 		– Sell
-10,049
Closed -$320K – 707
2020
Q2 		$320K Buy
+10,049
New +$305K 0.03% 425

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kingsview Wealth Management's UGI Position: Q1 2025 in Review

Kingsview Wealth Management sold out of UGI (UGI) in Q1 2025, closing a stake of 26,215 shares — an estimated $740K sold.

Kingsview Wealth Management first reported a position in UGI in Q2 2020 and held it in 4 quarters. The position peaked at $2.52M in Q3 2023. 565 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Kingsview Wealth Management reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 26,215 UGI shares in Q1 2025, an estimated $740K.
  • Kingsview Wealth Management first reported a position in UGI in Q2 2020 and held it in 4 quarters.
  • Kingsview Wealth Management's UGI position peaked at $2.52M in Q3 2023.
  • 565 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.