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Reston Wealth Management’s UGI UGI Stock Holding History

Reston Wealth Management’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 		$279K Sell
8,070
-2,441
-23% -$86.3K 0.08% 55
2026
Q1 		$383K Hold
10,511
– – 0.12% 41
2025
Q4 		$393K Sell
10,511
-1,191
-10% -$42.2K 0.12% 37
2025
Q3 		$389K Sell
11,702
-5
-0% -$175 0.13% 35
2025
Q2 		$426K Buy
11,707
+14
+0.1% +$482 0.15% 32
2025
Q1 		$387K Buy
11,693
+152
+1% +$4.82K 0.16% 34
2024
Q4 		$326K Buy
+11,541
New +$300K 0.12% 38

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 $3.38T AUM 44.17% 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

Reston Wealth Management's UGI Position: Q2 2026 in Review

Reston Wealth Management reduced its UGI (UGI) stake by 23% in Q2 2026, selling an estimated $86.3K and leaving 8,070 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #55.

Reston Wealth Management first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q2 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Reston Wealth Management held 8,070 shares of UGI worth $279K as of Q2 2026.
  • Reston Wealth Management sold 2,441 UGI shares in Q2 2026, an estimated $86.3K.
  • UGI made up 0.08% of Reston Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Reston Wealth Management first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
  • Reston Wealth Management's UGI position peaked at $426K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.