Mirabella Financial Services’s UGI UGI Stock Holding History

Mirabella Financial 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	–	Sell	-11,562	Closed	-$421K	–	1158
2026 Q1	$421K	Sell	11,562 -9,309	-45%	-$350K	0.04%	334
2025 Q4	$781K	Buy	20,871 +12,760	+157%	+$452K	0.07%	139
2025 Q3	$270K	Buy	+8,111	New	+$284K	0.02%	201
2024 Q2	–	Sell	-20,406	Closed	-$499K	–	700
2024 Q1	$499K	Buy	+20,406	New	+$490K	0.04%	305
2023 Q2	–	Sell	-15,666	Closed	-$545K	–	665
2023 Q1	$545K	Buy	+15,666	New	+$594K	0.08%	200
2022 Q4	–	Sell	-7,725	Closed	-$254K	–	529
2022 Q3	$254K	Buy	+7,725	New	+$305K	0.03%	244
2022 Q2	–	Sell	-30,996	Closed	-$1.12M	–	719
2022 Q1	$1.12M	Buy	+30,996	New	+$1.24M	0.12%	147

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

Mirabella Financial Services's UGI Position: Q2 2026 in Review

Mirabella Financial Services sold out of UGI (UGI) in Q2 2026, closing a stake of 11,562 shares — an estimated $421K sold.

Mirabella Financial Services first reported a position in UGI in Q1 2022 and held it in 7 quarters. The position peaked at $1.12M in Q1 2022. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Mirabella Financial Services reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 11,562 UGI shares in Q2 2026, an estimated $421K.
Mirabella Financial Services first reported a position in UGI in Q1 2022 and held it in 7 quarters.
Mirabella Financial Services's UGI position peaked at $1.12M in Q1 2022.
618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.