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Parkworth Wealth Management’s UGI UGI Stock Holding History

Parkworth Wealth Management’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 		$510 Buy
14
+7
+100% +$241 ﹤0.01% 638
2025
Q1 		$231 Buy
7
+3
+75% +$95 ﹤0.01% 676
2024
Q4 		$113 Buy
+4
New +$104 ﹤0.01% 939

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkworth Wealth Management's UGI Position: Q2 2025 in Review

Parkworth Wealth Management increased its UGI (UGI) stake by 100% in Q2 2025, buying an estimated $241 and bringing the position to 14 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Parkworth Wealth Management first reported a position in UGI in Q4 2024 and has held it in 3 quarters since. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Parkworth Wealth Management held 14 shares of UGI worth $510 as of Q2 2025.
  • Parkworth Wealth Management bought 7 UGI shares in Q2 2025, an estimated $241.
  • UGI made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #638 holding.
  • Parkworth Wealth Management first reported a position in UGI in Q4 2024 and has held it in 3 quarters since.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.