Morton Brown Family Wealth’s UGI UGI Stock Holding History

Morton Brown Family Wealth’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	$21.7K	Hold	627	–	–	﹤0.01%	157
2026 Q1	$22.9K	Hold	627	–	–	0.01%	152
2025 Q4	$23.5K	Hold	627	–	–	0.01%	142
2025 Q3	$20.9K	Hold	627	–	–	0.01%	137
2025 Q2	$22.9K	Hold	627	–	–	0.01%	140
2025 Q1	$20.8K	Hold	627	–	–	0.01%	144
2024 Q4	$17.7K	Hold	627	–	–	0.01%	142
2024 Q3	$15.7K	Hold	627	–	–	0.01%	146
2024 Q2	$15.4K	Hold	627	–	–	0.01%	139
2024 Q1	$15.4K	Sell	627 -169	-21%	-$4.06K	0.01%	133
2023 Q4	$19.6K	Buy	796 +169	+27%	+$3.73K	0.01%	141
2023 Q3	$14.4K	Hold	627	–	–	0.01%	115
2023 Q2	$16.9K	Hold	627	–	–	0.01%	105
2023 Q1	$21.8K	Hold	627	–	–	0.01%	103
2022 Q4	$23.3K	Hold	627	–	–	0.02%	94
2022 Q3	$20K	Hold	627	–	–	0.02%	91
2022 Q2	$24K	Hold	627	–	–	0.02%	90
2022 Q1	$23K	Sell	627 -50	-7%	-$2K	0.02%	89
2021 Q4	$32K	Buy	+677	New	+$30.1K	0.02%	88

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's UGI Position: Q2 2026 in Review

Morton Brown Family Wealth held its UGI (UGI) position steady in Q2 2026 at 627 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Morton Brown Family Wealth first reported a position in UGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $32K in Q4 2021. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Morton Brown Family Wealth held 627 shares of UGI worth $21.7K as of Q2 2026.
Morton Brown Family Wealth left its UGI share count unchanged in Q2 2026.
UGI made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #157 holding.
Morton Brown Family Wealth first reported a position in UGI in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's UGI position peaked at $32K in Q4 2021.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.