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Mosley Wealth Management’s UGI UGI Stock Holding History

Mosley 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
Q2 		$276 Buy
+8
New +$283 ﹤0.01% 698

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mosley Wealth Management's UGI Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in UGI (UGI) in Q2 2026: 8 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings.

321 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Mosley Wealth Management held 8 shares of UGI worth $276 as of Q2 2026.
  • UGI was a new Mosley Wealth Management position in Q2 2026.
  • UGI made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #698 holding.
  • 321 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.