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MGO One Seven’s UGI UGI Stock Holding History

MGO One Seven’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 		– Sell
-9,184
Closed -$334K – 1615
2026
Q1 		$334K Buy
9,184
+2,851
+45% +$107K 0.01% 1083
2025
Q4 		$237K Sell
6,333
-165
-3% -$5.84K ﹤0.01% 1230
2025
Q3 		$216K Sell
6,498
-267
-4% -$9.33K 0.01% 1215
2025
Q2 		$246K Sell
6,765
-862
-11% -$29.6K 0.01% 1032
2025
Q1 		$252K Buy
+7,627
New +$242K 0.01% 899
2019
Q1 		– Sell
-3
Closed – – 1567
2018
Q4 		$0 Buy
+3
New +$167 ﹤0.01% 1928

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

MGO One Seven's UGI Position: Q2 2026 in Review

MGO One Seven sold out of UGI (UGI) in Q2 2026, closing a stake of 9,184 shares — an estimated $334K sold.

MGO One Seven first reported a position in UGI in Q4 2018 and held it in 6 quarters. The position peaked at $334K in Q1 2026. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • MGO One Seven reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • MGO One Seven sold 9,184 UGI shares in Q2 2026, an estimated $334K.
  • MGO One Seven first reported a position in UGI in Q4 2018 and held it in 6 quarters.
  • MGO One Seven's UGI position peaked at $334K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.