MPWM Advisory Solutions’s UGI UGI Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-19	Closed	-$628	–	742
2025 Q1	$628	Hold	19	–	–	﹤0.01%	606
2024 Q4	$536	Buy	+19	New	+$493	﹤0.01%	654

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPWM Advisory Solutions's UGI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of UGI (UGI) in Q2 2025, closing a stake of 19 shares — an estimated $628 sold.

MPWM Advisory Solutions first reported a position in UGI in Q4 2024 and held it in 2 quarters. The position peaked at $628 in Q1 2025. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

MPWM Advisory Solutions reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 19 UGI shares in Q2 2025, an estimated $628.
MPWM Advisory Solutions first reported a position in UGI in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's UGI position peaked at $628 in Q1 2025.
593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.