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Moran Wealth Management’s UGI UGI Stock Holding History

Moran Wealth Management’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 		– Sell
-8,522
Closed -$319K – 563
2025
Q4 		$319K Sell
8,522
-4,387
-34% -$155K 0.01% 439
2025
Q3 		$429K Sell
12,909
-3,608
-22% -$126K 0.01% 422
2025
Q2 		$602K Buy
+16,517
New +$568K 0.02% 381

Other funds holding UGI

BlackRock
BlackRock New York $5.72T 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

Moran Wealth Management's UGI Position: Q1 2026 in Review

Moran Wealth Management sold out of UGI (UGI) in Q1 2026, closing a stake of 8,522 shares — an estimated $319K sold.

Moran Wealth Management first reported a position in UGI in Q2 2025 and held it in 3 quarters. The position peaked at $602K in Q2 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Moran Wealth Management reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 8,522 UGI shares in Q1 2026, an estimated $319K.
  • Moran Wealth Management first reported a position in UGI in Q2 2025 and held it in 3 quarters.
  • Moran Wealth Management's UGI position peaked at $602K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.