Pictet Asset Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.3M Sell
118,008
-1,114,750
-90% -$41.9M ﹤0.01% 802
2025
Q4
$46.1M Sell
1,232,758
-2,487,187
-67% -$88.1M 0.04% 342
2025
Q3
$124M Buy
3,719,945
+57,301
+2% +$2M 0.12% 192
2025
Q2
$133M Buy
3,662,644
+512,585
+16% +$17.6M 0.14% 173
2025
Q1
$104M Buy
3,150,059
+1,410,640
+81% +$44.7M 0.12% 191
2024
Q4
$49.1M Buy
1,739,419
+1,709,820
+5,777% +$44.4M 0.05% 304
2024
Q3
$741K Sell
29,599
-3,514
-11% -$84.7K ﹤0.01% 1177
2024
Q2
$758K Buy
33,113
+927
+3% +$22.5K ﹤0.01% 1101
2024
Q1
$790K Buy
32,186
+1,018
+3% +$24.4K ﹤0.01% 1119
2023
Q4
$767K Hold
31,168
﹤0.01% 1083
2023
Q3
$717K Buy
+31,168
New +$773K ﹤0.01% 1079

Other funds holding UGI