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Meeder Advisory Services’s UGI UGI Stock Holding History

Meeder Advisory Services’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 		$306K Sell
8,868
-232
-3% -$8.2K 0.01% 550
2026
Q1 		$331K Sell
9,100
-450
-5% -$16.9K 0.01% 493
2025
Q4 		$357K Buy
9,550
+562
+6% +$19.9K 0.02% 470
2025
Q3 		$299K Sell
8,988
-198
-2% -$6.92K 0.01% 492
2025
Q2 		$335K Buy
9,186
+139
+2% +$4.78K 0.02% 466
2025
Q1 		$299K Buy
9,047
+605
+7% +$19.2K 0.02% 459
2024
Q4 		$238K Sell
8,442
-139
-2% -$3.61K 0.01% 497
2024
Q3 		$215K Buy
+8,581
New +$207K 0.01% 514

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

Meeder Advisory Services's UGI Position: Q2 2026 in Review

Meeder Advisory Services reduced its UGI (UGI) stake by 2.5% in Q2 2026, selling an estimated $8.2K and leaving 8,868 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #550.

Meeder Advisory Services first reported a position in UGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $357K in Q4 2025. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Meeder Advisory Services held 8,868 shares of UGI worth $306K as of Q2 2026.
  • Meeder Advisory Services sold 232 UGI shares in Q2 2026, an estimated $8.2K.
  • UGI made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #550 holding.
  • Meeder Advisory Services first reported a position in UGI in Q3 2024 and has held it in 8 quarters since.
  • Meeder Advisory Services's UGI position peaked at $357K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.