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Rialto Wealth Management’s UGI UGI Stock Holding History

Rialto 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 		$1.97K Buy
57
+46
+418% +$1.63K ﹤0.01% 1124
2026
Q1 		$401 Buy
11
+1
+10% +$38 ﹤0.01% 1470
2025
Q4 		$375 Buy
10
+6
+150% +$212 ﹤0.01% 1375
2025
Q3 		$134 Sell
4
-16
-80% -$559 ﹤0.01% 1566
2025
Q2 		$729 Buy
20
+5
+33% +$172 ﹤0.01% 976
2025
Q1 		$497 Buy
+15
New +$475 ﹤0.01% 864

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

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

Rialto Wealth Management increased its UGI (UGI) stake by 418% in Q2 2026, buying an estimated $1.63K and bringing the position to 57 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Rialto Wealth Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Rialto Wealth Management held 57 shares of UGI worth $1.97K as of Q2 2026.
  • Rialto Wealth Management bought 46 UGI shares in Q2 2026, an estimated $1.63K.
  • UGI made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1124 holding.
  • Rialto Wealth Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.