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Principia Wealth Advisory’s UGI UGI Stock Holding History

Principia Wealth Advisory’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 		$138 Buy
4
+2
+100% +$71 ﹤0.01% 1017
2026
Q1 		$73 Hold
2
– – ﹤0.01% 1032
2025
Q4 		$75 Sell
2
-2
-50% -$71 ﹤0.01% 991
2025
Q3 		$133 Sell
4
-5
-56% -$175 ﹤0.01% 912
2025
Q2 		$328 Buy
+9
New +$310 ﹤0.01% 837

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

Principia Wealth Advisory's UGI Position: Q2 2026 in Review

Principia Wealth Advisory increased its UGI (UGI) stake by 100% in Q2 2026, buying an estimated $71 and bringing the position to 4 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Principia Wealth Advisory first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $328 in Q2 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of UGI worth $138 as of Q2 2026.
  • Principia Wealth Advisory bought 2 UGI shares in Q2 2026, an estimated $71.
  • UGI made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1017 holding.
  • Principia Wealth Advisory first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's UGI position peaked at $328 in Q2 2025.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.