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Prestige Wealth Management Group’s UGI UGI Stock Holding History

Prestige Wealth Management Group’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 		$6.11K Buy
175
+7
+4% +$247 ﹤0.01% 539
2026
Q1 		$6.18K Buy
168
+5
+3% +$188 ﹤0.01% 514
2025
Q4 		$6.16K Hold
163
– – ﹤0.01% 531
2025
Q3 		$5.48K Hold
163
– – ﹤0.01% 554
2025
Q2 		$6K Hold
163
– – ﹤0.01% 520
2025
Q1 		$5.45K Hold
163
– – ﹤0.01% 548
2024
Q4 		$4.66K Hold
163
– – ﹤0.01% 623
2024
Q3 		$4.14K Hold
163
– – ﹤0.01% 640
2024
Q2 		$3.79K Hold
163
– – ﹤0.01% 602
2024
Q1 		$4.06K Hold
163
– – ﹤0.01% 615
2023
Q4 		$4.07K Buy
163
+149
+1,064% +$3.29K ﹤0.01% 628
2023
Q3 		$328 Sell
14
-53
-79% -$1.31K ﹤0.01% 1003
2023
Q2 		$1.83K Buy
67
+26
+63% +$789 ﹤0.01% 783
2023
Q1 		$1.44K Sell
41
-8
-16% -$303 ﹤0.01% 814
2022
Q4 		$1.83K Buy
49
+30
+158% +$1.08K ﹤0.01% 852
2022
Q3 		$1K Sell
19
-34
-64% -$1.34K ﹤0.01% 930
2022
Q2 		$2K Buy
53
+34
+179% +$1.32K ﹤0.01% 798
2022
Q1 		$1K Hold
19
– – ﹤0.01% 940
2021
Q4 		$1K Hold
19
– – ﹤0.01% 959
2021
Q3 		$1K Hold
19
– – ﹤0.01% 944
2021
Q2 		$1K Hold
19
– – ﹤0.01% 933
2021
Q1 		$1K Hold
19
– – ﹤0.01% 919
2020
Q4 		$1K Hold
19
– – ﹤0.01% 896
2020
Q3 		$1K Hold
19
– – ﹤0.01% 845
2020
Q2 		$1K Hold
19
– – ﹤0.01% 853
2020
Q1 		$1K Buy
+19
New +$720 ﹤0.01% 858
2019
Q1 		– Sell
-35
Closed -$2K – 1104
2018
Q4 		$2K Buy
+35
New +$1.95K ﹤0.01% 885

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

Prestige Wealth Management Group's UGI Position: Q2 2026 in Review

Prestige Wealth Management Group increased its UGI (UGI) stake by 4.2% in Q2 2026, buying an estimated $247 and bringing the position to 175 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Prestige Wealth Management Group first reported a position in UGI in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.18K in Q1 2026. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Prestige Wealth Management Group held 175 shares of UGI worth $6.11K as of Q2 2026.
  • Prestige Wealth Management Group bought 7 UGI shares in Q2 2026, an estimated $247.
  • UGI made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #539 holding.
  • Prestige Wealth Management Group first reported a position in UGI in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's UGI position peaked at $6.18K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.