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 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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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