Nemes Rush Group’s UGI UGI Stock Holding History

Nemes Rush Group’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	$8.26K	Buy	239 +200	+513%	+$7.07K	﹤0.01%	597
2026 Q1	$1.42K	Hold	39	–	–	﹤0.01%	782
2025 Q4	$1.46K	Buy	+39	New	+$1.38K	﹤0.01%	764

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 $3.37T AUM 44.26% 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

Nemes Rush Group's UGI Position: Q2 2026 in Review

Nemes Rush Group increased its UGI (UGI) stake by 513% in Q2 2026, buying an estimated $7.07K and bringing the position to 239 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Nemes Rush Group held 239 shares of UGI worth $8.26K as of Q2 2026.
Nemes Rush Group bought 200 UGI shares in Q2 2026, an estimated $7.07K.
UGI made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #597 holding.
Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.