MONECO Advisors’s UGI UGI Stock Holding History

MONECO Advisors’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	-5,546	Closed	-$202K	–	618
2026 Q1	$202K	Buy	5,546 +29	+0.5%	+$1.09K	0.02%	505
2025 Q4	$207K	Buy	+5,517	New	+$195K	0.02%	490

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

MONECO Advisors's UGI Position: Q2 2026 in Review

MONECO Advisors sold out of UGI (UGI) in Q2 2026, closing a stake of 5,546 shares — an estimated $202K sold.

MONECO Advisors first reported a position in UGI in Q4 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

MONECO Advisors reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
MONECO Advisors sold 5,546 UGI shares in Q2 2026, an estimated $202K.
MONECO Advisors first reported a position in UGI in Q4 2025 and held it in 2 quarters.
MONECO Advisors's UGI position peaked at $207K in Q4 2025.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.