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Larson Financial Group’s UGI UGI Stock Holding History

Larson Financial Group’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 		$113K Sell
3,263
-365
-10% -$12.9K ﹤0.01% 1128
2026
Q1 		$132K Buy
3,628
+402
+12% +$15.1K ﹤0.01% 876
2025
Q4 		$121K Buy
3,226
+3,037
+1,607% +$108K ﹤0.01% 864
2025
Q3 		$6.29K Sell
189
-73
-28% -$2.55K ﹤0.01% 2267
2025
Q2 		$9.54K Buy
262
+78
+42% +$2.68K ﹤0.01% 1827
2025
Q1 		$6.08K Buy
184
+57
+45% +$1.81K ﹤0.01% 1830
2024
Q4 		$3.58K Buy
127
+119
+1,488% +$3.09K ﹤0.01% 1744
2024
Q3 		$200 Hold
8
– – ﹤0.01% 2375
2024
Q2 		$183 Buy
+8
New +$194 ﹤0.01% 2101

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

Larson Financial Group's UGI Position: Q2 2026 in Review

Larson Financial Group reduced its UGI (UGI) stake by 10% in Q2 2026, selling an estimated $12.9K and leaving 3,263 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Larson Financial Group first reported a position in UGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $132K in Q1 2026. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Larson Financial Group held 3,263 shares of UGI worth $113K as of Q2 2026.
  • Larson Financial Group sold 365 UGI shares in Q2 2026, an estimated $12.9K.
  • UGI made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1128 holding.
  • Larson Financial Group first reported a position in UGI in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's UGI position peaked at $132K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.