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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
Q2 		$1.52K Hold
44
– – ﹤0.01% 2063
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 – 2466
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 $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

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

Spire Wealth Management held its UGI (UGI) position steady in Q2 2026 at 44 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Spire Wealth Management first reported a position in UGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $393K in Q4 2021. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Spire Wealth Management held 44 shares of UGI worth $1.52K as of Q2 2026.
  • Spire Wealth Management left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2063 holding.
  • Spire Wealth Management first reported a position in UGI in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's UGI position peaked at $393K in Q4 2021.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.