MFG
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Merit Financial Group’s UGI UGI Stock Holding History

Merit 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
Q1 		$1.05M Buy
28,785
+420
+1% +$15.8K 0.01% 960
2025
Q4 		$1.06M Buy
28,365
+2,063
+8% +$73.1K 0.01% 923
2025
Q3 		$875K Buy
26,302
+13,865
+111% +$485K 0.01% 921
2025
Q2 		$453K Buy
12,437
+3,382
+37% +$116K 0.01% 1147
2025
Q1 		$299K Buy
9,055
+1,435
+19% +$45.5K ﹤0.01% 1122
2024
Q4 		$215K Buy
+7,620
New +$198K ﹤0.01% 1068

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return