Lauer Wealth’s UGI UGI Stock Holding History

Lauer Wealth’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 Q3	–	Sell	-6,333	Closed	-$223K	–	71
2025 Q2	$223K	Sell	6,333 -703	-10%	-$24.2K	0.18%	46
2025 Q1	$230K	Sell	7,036 -104	-1%	-$3.29K	0.18%	38
2024 Q4	$202K	Buy	+7,140	New	+$185K	0.13%	35

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lauer Wealth's UGI Position: Q3 2025 in Review

Lauer Wealth sold out of UGI (UGI) in Q3 2025, closing a stake of 6,333 shares — an estimated $223K sold.

Lauer Wealth first reported a position in UGI in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

Lauer Wealth reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
Lauer Wealth sold 6,333 UGI shares in Q3 2025, an estimated $223K.
Lauer Wealth first reported a position in UGI in Q4 2024 and held it in 3 quarters.
Lauer Wealth's UGI position peaked at $230K in Q1 2025.
569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Lauer Wealth's 13F filing for Q3 2025, filed 20 Oct 2025.