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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
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 $5.72T 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

Reston Wealth Management's UGI Position: Q1 2026 in Review

Reston Wealth Management held its UGI (UGI) position steady in Q1 2026 at 10,511 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #41.

Reston Wealth Management first reported a position in UGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $426K in Q2 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Reston Wealth Management held 10,511 shares of UGI worth $383K as of Q1 2026.
  • Reston Wealth Management left its UGI share count unchanged in Q1 2026.
  • UGI made up 0.12% of Reston Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Reston Wealth Management first reported a position in UGI in Q4 2024 and has held it in 6 quarters since.
  • Reston Wealth Management's UGI position peaked at $426K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.