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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nemes Rush Group's UGI Position: Q1 2026 in Review

Nemes Rush Group held its UGI (UGI) position steady in Q1 2026 at 39 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.46K in Q4 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Nemes Rush Group held 39 shares of UGI worth $1.42K as of Q1 2026.
Nemes Rush Group left its UGI share count unchanged in Q1 2026.
UGI made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #782 holding.
Nemes Rush Group first reported a position in UGI in Q4 2025 and has held it in 2 quarters since.
Nemes Rush Group's UGI position peaked at $1.46K in Q4 2025.
595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.