Prosperity Consulting Group’s UGI UGI Stock Holding History

Prosperity Consulting 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	$240K	Buy	+6,944	New	+$245K	0.01%	546

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Prosperity Consulting Group's UGI Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in UGI (UGI) in Q2 2026: 6,944 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings.

619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Prosperity Consulting Group held 6,944 shares of UGI worth $240K as of Q2 2026.
UGI was a new Prosperity Consulting Group position in Q2 2026.
UGI made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #546 holding.
619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.