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Mount Yale Investment Advisors’s UGI UGI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-369
Closed -$13.4K – 1539
2025
Q2 		$13.4K Buy
+369
New +$12.7K ﹤0.01% 1103

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mount Yale Investment Advisors's UGI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of UGI (UGI) in Q3 2025, closing a stake of 369 shares — an estimated $13.4K sold.

Mount Yale Investment Advisors first reported a position in UGI in Q2 2025 and held it in 1 quarter. The position peaked at $13.4K in Q2 2025. 568 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 369 UGI shares in Q3 2025, an estimated $13.4K.
  • Mount Yale Investment Advisors first reported a position in UGI in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's UGI position peaked at $13.4K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.