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Spire Wealth Management’s UGI UGI Stock Holding History

Spire 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 		$1.6K Sell
44
-968
-96% -$36.4K ﹤0.01% 2075
2025
Q4 		$37.9K Sell
1,012
-947
-48% -$33.5K ﹤0.01% 1266
2025
Q3 		$65.2K Buy
1,959
+1,510
+336% +$52.8K ﹤0.01% 1147
2025
Q2 		$16.4K Sell
449
-1,785
-80% -$61.4K ﹤0.01% 1582
2025
Q1 		$73.9K Buy
2,234
+2,179
+3,962% +$69K ﹤0.01% 1155
2024
Q4 		$1.55K Buy
55
+15
+38% +$389 ﹤0.01% 2297
2024
Q3 		$1K Buy
40
+12
+43% +$289 ﹤0.01% 2095
2024
Q2 		$641 Buy
28
+7
+33% +$170 ﹤0.01% 2169
2024
Q1 		$515 Buy
+21
New +$504 ﹤0.01% 2297
2023
Q4 		– Sell
-1,000
Closed -$23K – 2467
2023
Q3 		$23K Sell
1,000
-760
-43% -$18.9K ﹤0.01% 1450
2023
Q2 		$47.5K Sell
1,760
-832
-32% -$25.3K ﹤0.01% 1218
2023
Q1 		$90.1K Buy
2,592
+945
+57% +$35.8K ﹤0.01% 999
2022
Q4 		$61K Buy
1,647
+1,000
+155% +$36.1K ﹤0.01% 919
2022
Q3 		$21K Sell
647
-7,493
-92% -$296K ﹤0.01% 1323
2022
Q2 		$314K Buy
8,140
+4,723
+138% +$183K 0.01% 617
2022
Q1 		$124K Sell
3,417
-5,145
-60% -$206K ﹤0.01% 1094
2021
Q4 		$393K Buy
8,562
+6,145
+254% +$273K 0.01% 786
2021
Q3 		$103K Buy
2,417
+1,770
+274% +$80.9K ﹤0.01% 1185
2021
Q2 		$30K Sell
647
-6,319
-91% -$284K ﹤0.01% 1708
2021
Q1 		$289K Buy
+6,966
New +$269K 0.01% 886

Other funds holding UGI

BlackRock
BlackRock New York $5.7T 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