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NewEdge Wealth’s UGI UGI Stock Holding History

NewEdge Wealth’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 		$2.92M Buy
80,140
+28,476
+55% +$1.07M 0.03% 333
2025
Q4 		$1.93M Buy
51,664
+6,398
+14% +$227K 0.02% 457
2025
Q3 		$1.53M Buy
45,266
+15,414
+52% +$539K 0.02% 458
2025
Q2 		$1.06M Buy
29,852
+15,282
+105% +$526K 0.02% 516
2025
Q1 		$482K Buy
+14,570
New +$462K 0.01% 660

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's UGI Position: Q1 2026 in Review

NewEdge Wealth increased its UGI (UGI) stake by 55% in Q1 2026, buying an estimated $1.07M and bringing the position to 80,140 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #333.

NewEdge Wealth first reported a position in UGI in Q1 2025 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • NewEdge Wealth held 80,140 shares of UGI worth $2.92M as of Q1 2026.
  • NewEdge Wealth bought 28,476 UGI shares in Q1 2026, an estimated $1.07M.
  • UGI made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #333 holding.
  • NewEdge Wealth first reported a position in UGI in Q1 2025 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.