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Pinnacle Wealth Planning Services’s UGI UGI Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.6K Buy
1,003
+90
+10% +$3.18K ﹤0.01% 1516
2026
Q1 		$33.3K Buy
913
+189
+26% +$7.11K ﹤0.01% 1431
2025
Q4 		$27.1K Buy
+724
New +$25.6K ﹤0.01% 1570
2021
Q1 		– Sell
-265
Closed -$9K – 1845
2020
Q4 		$9K Buy
+265
New +$9.27K ﹤0.01% 1439

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

Pinnacle Wealth Planning Services's UGI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its UGI (UGI) stake by 9.9% in Q2 2026, buying an estimated $3.18K and bringing the position to 1,003 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Pinnacle Wealth Planning Services first reported a position in UGI in Q4 2020 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,003 shares of UGI worth $34.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 90 UGI shares in Q2 2026, an estimated $3.18K.
  • UGI made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1516 holding.
  • Pinnacle Wealth Planning Services first reported a position in UGI in Q4 2020 and has held it in 4 quarters since.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.