LNWTC
UGI icon

Laird Norton Wetherby Trust Company’s UGI UGI Stock Holding History

Laird Norton Wetherby Trust Company’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 		$552K Sell
15,810
-232
-1% -$8.2K 0.01% 678
2026
Q1 		$590K Buy
16,042
+768
+5% +$28.9K 0.01% 641
2025
Q4 		$577K Buy
+15,274
New +$541K 0.01% 667

Other funds holding UGI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Laird Norton Wetherby Trust Company's UGI Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its UGI (UGI) stake by 1.4% in Q2 2026, selling an estimated $8.2K and leaving 15,810 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #678.

Laird Norton Wetherby Trust Company first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $590K in Q1 2026. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 15,810 shares of UGI worth $552K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 232 UGI shares in Q2 2026, an estimated $8.2K.
  • UGI made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #678 holding.
  • Laird Norton Wetherby Trust Company first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's UGI position peaked at $590K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.