MWM
UGI icon

Maridea Wealth Management’s UGI UGI Stock Holding History

Maridea 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
Q2 		– Sell
-17,468
Closed -$578K – 316
2025
Q1 		$578K Buy
+17,468
New +$553K 0.19% 101

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maridea Wealth Management's UGI Position: Q2 2025 in Review

Maridea Wealth Management sold out of UGI (UGI) in Q2 2025, closing a stake of 17,468 shares — an estimated $578K sold.

Maridea Wealth Management first reported a position in UGI in Q1 2025 and held it in 1 quarter. The position peaked at $578K in Q1 2025. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Maridea Wealth Management reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 17,468 UGI shares in Q2 2025, an estimated $578K.
  • Maridea Wealth Management first reported a position in UGI in Q1 2025 and held it in 1 quarter.
  • Maridea Wealth Management's UGI position peaked at $578K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Maridea Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.