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Ogorek Anthony Joseph’s UGI UGI Stock Holding History

Ogorek Anthony Joseph’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 		$8K Hold
244
– – ﹤0.01% 448
2026
Q1 		$8K Hold
244
– – ﹤0.01% 419
2025
Q4 		$9K Sell
244
-49
-17% -$1.74K ﹤0.01% 395
2025
Q3 		$9K Hold
293
– – ﹤0.01% 415
2025
Q2 		$10K Hold
293
– – ﹤0.01% 394
2025
Q1 		$9K Buy
+293
New +$9.28K ﹤0.01% 392

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ogorek Anthony Joseph's UGI Position: Q2 2026 in Review

Ogorek Anthony Joseph held its UGI (UGI) position steady in Q2 2026 at 244 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Ogorek Anthony Joseph first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10K in Q2 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Ogorek Anthony Joseph held 244 shares of UGI worth $8K as of Q2 2026.
  • Ogorek Anthony Joseph left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #448 holding.
  • Ogorek Anthony Joseph first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's UGI position peaked at $10K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.