Sequoia Financial Advisors’s UGI UGI Stock Holding History

Sequoia Financial Advisors’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	$620K	Buy	17,947 +2,987	+20%	+$106K	﹤0.01%	1202
2026 Q1	$545K	Sell	14,960 -1,104	-7%	-$41.5K	﹤0.01%	1232
2025 Q4	$601K	Buy	16,064 +6,612	+70%	+$234K	﹤0.01%	1182
2025 Q3	$314K	Sell	9,452 -133	-1%	-$4.65K	﹤0.01%	1372
2025 Q2	$349K	Sell	9,585 -621	-6%	-$21.4K	﹤0.01%	1180
2025 Q1	$338K	Buy	+10,206	New	+$323K	﹤0.01%	1011
2020 Q1	–	Sell	-5,227	Closed	-$236K	–	409
2019 Q4	$236K	Hold	5,227	–	–	0.02%	336
2019 Q3	$263K	Buy	5,227 +318	+6%	+$15.9K	0.02%	296
2019 Q2	$262K	Hold	4,909	–	–	0.02%	301
2019 Q1	$272K	Hold	4,909	–	–	0.02%	289
2018 Q4	$262K	Hold	4,909	–	–	0.03%	235
2018 Q3	$272K	Hold	4,909	–	–	0.03%	247
2018 Q2	$256K	Sell	4,909 -25	-0.5%	-$1.21K	0.03%	255
2018 Q1	$219K	Hold	4,934	–	–	0.02%	272
2017 Q4	$232K	Hold	4,934	–	–	0.02%	260
2017 Q3	$231K	Hold	4,934	–	–	0.03%	248
2017 Q2	$239K	Buy	4,934 +25	+0.5%	+$1.24K	0.03%	236
2017 Q1	$243K	Hold	4,909	–	–	0.03%	230
2016 Q4	$226K	Hold	4,909	–	–	0.03%	242
2016 Q3	$222K	Buy	+4,909	New	+$224K	0.04%	213

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's UGI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UGI (UGI) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 17,947 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Sequoia Financial Advisors first reported a position in UGI in Q3 2016 and has held it in 20 quarters since. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Sequoia Financial Advisors held 17,947 shares of UGI worth $620K as of Q2 2026.
Sequoia Financial Advisors bought 2,987 UGI shares in Q2 2026, an estimated $106K.
UGI made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1202 holding.
Sequoia Financial Advisors first reported a position in UGI in Q3 2016 and has held it in 20 quarters since.
618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.