Measured Wealth Private Client Group’s UGI UGI Stock Holding History

Measured Wealth Private Client 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	$166K	Sell	4,813 -19,516	-80%	-$690K	0.04%	217
2026 Q1	$886K	Sell	24,329 -76	-0.3%	-$2.86K	0.24%	61
2025 Q4	$913K	Buy	24,405 +461	+2%	+$16.3K	0.24%	60
2025 Q3	$796K	Sell	23,944 -1,197	-5%	-$41.8K	0.21%	61
2025 Q2	$916K	Buy	25,141 +5,101	+25%	+$175K	0.27%	51
2025 Q1	$663K	Buy	+20,040	New	+$635K	0.21%	69

Other funds holding UGI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Measured Wealth Private Client Group's UGI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its UGI (UGI) stake by 80% in Q2 2026, selling an estimated $690K and leaving 4,813 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #217.

Measured Wealth Private Client Group first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $916K in Q2 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Measured Wealth Private Client Group held 4,813 shares of UGI worth $166K as of Q2 2026.
Measured Wealth Private Client Group sold 19,516 UGI shares in Q2 2026, an estimated $690K.
UGI made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #217 holding.
Measured Wealth Private Client Group first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
Measured Wealth Private Client Group's UGI position peaked at $916K in Q2 2025.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.