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Perigon Wealth Management’s UGI UGI Stock Holding History

Perigon 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
2026
Q2 		$287K Buy
8,299
+1,351
+19% +$47.8K ﹤0.01% 1147
2026
Q1 		$253K Buy
6,948
+425
+7% +$16K ﹤0.01% 1087
2025
Q4 		$244K Buy
6,523
+478
+8% +$16.9K ﹤0.01% 1128
2025
Q3 		$201K Sell
6,045
-85
-1% -$2.97K ﹤0.01% 1170
2025
Q2 		$223K Sell
6,130
-12
-0.2% -$413 0.01% 960
2025
Q1 		$203K Buy
+6,142
New +$195K 0.01% 967

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

Perigon Wealth Management's UGI Position: Q2 2026 in Review

Perigon Wealth Management increased its UGI (UGI) stake by 19% in Q2 2026, buying an estimated $47.8K and bringing the position to 8,299 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Perigon Wealth Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Perigon Wealth Management held 8,299 shares of UGI worth $287K as of Q2 2026.
  • Perigon Wealth Management bought 1,351 UGI shares in Q2 2026, an estimated $47.8K.
  • UGI made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1147 holding.
  • Perigon Wealth Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.