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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
Q2 		$829 Buy
24
+5
+26% +$177 ﹤0.01% 1650
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 $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

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

SHP Wealth Management increased its UGI (UGI) stake by 26% in Q2 2026, buying an estimated $177 and bringing the position to 24 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

SHP Wealth Management first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • SHP Wealth Management held 24 shares of UGI worth $829 as of Q2 2026.
  • SHP Wealth Management bought 5 UGI shares in Q2 2026, an estimated $177.
  • UGI made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1650 holding.
  • SHP Wealth Management first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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