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Prospera Financial Services’s UGI UGI Stock Holding History

Prospera Financial 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 		$633K Buy
18,315
+119
+0.7% +$4.21K 0.01% 950
2026
Q1 		$663K Buy
18,196
+5,253
+41% +$198K 0.01% 889
2025
Q4 		$485K Sell
12,943
-443
-3% -$15.7K 0.01% 939
2025
Q3 		$446K Buy
13,386
+1,220
+10% +$42.6K 0.01% 979
2025
Q2 		$444K Buy
+12,166
New +$418K 0.01% 953
2022
Q2 		– Sell
-30
Closed -$1K – 2557
2022
Q1 		$1K Buy
+30
New +$1.2K ﹤0.01% 2676

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

Prospera Financial Services's UGI Position: Q2 2026 in Review

Prospera Financial Services increased its UGI (UGI) stake by 0.65% in Q2 2026, buying an estimated $4.21K and bringing the position to 18,315 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #950.

Prospera Financial Services first reported a position in UGI in Q1 2022 and has held it in 6 quarters since. The position peaked at $663K in Q1 2026. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Prospera Financial Services held 18,315 shares of UGI worth $633K as of Q2 2026.
  • Prospera Financial Services bought 119 UGI shares in Q2 2026, an estimated $4.21K.
  • UGI made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #950 holding.
  • Prospera Financial Services first reported a position in UGI in Q1 2022 and has held it in 6 quarters since.
  • Prospera Financial Services's UGI position peaked at $663K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.