SWM
UGI icon

SHP Wealth Management’s UGI UGI Stock Holding History

SHP 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 		$691 Hold
19
– – ﹤0.01% 1561
2025
Q4 		$708 Buy
+19
New +$673 ﹤0.01% 1313

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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

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

SHP Wealth Management held its UGI (UGI) position steady in Q1 2026 at 19 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

SHP Wealth Management first reported a position in UGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $708 in Q4 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • SHP Wealth Management held 19 shares of UGI worth $691 as of Q1 2026.
  • SHP Wealth Management left its UGI share count unchanged in Q1 2026.
  • UGI made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1561 holding.
  • SHP Wealth Management first reported a position in UGI in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's UGI position peaked at $708 in Q4 2025.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.