PWMG
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Private Wealth Management Group’s UGI UGI Stock Holding History

Private 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
Q1 		$13.4K Hold
367
– – ﹤0.01% 443
2025
Q4 		$13.7K Hold
367
– – ﹤0.01% 419
2025
Q3 		$12.2K Hold
367
– – ﹤0.01% 456
2025
Q2 		$13.4K Hold
367
– – ﹤0.01% 407
2025
Q1 		$12.1K Buy
367
+68
+23% +$2.15K ﹤0.01% 412
2024
Q4 		$8.44K Buy
299
+213
+248% +$5.53K ﹤0.01% 546
2024
Q3 		$2.15K Hold
86
– – ﹤0.01% 1031
2024
Q2 		$1.97K Hold
86
– – ﹤0.01% 1049
2024
Q1 		$2.11K Hold
86
– – ﹤0.01% 939
2023
Q4 		$2.12K Buy
+86
New +$1.9K ﹤0.01% 957

Other funds holding UGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return