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SteelPeak Wealth’s UGI UGI Stock Holding History

SteelPeak Wealth’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
2025
Q3 		– Sell
-6,450
Closed -$237K – 665
2025
Q2 		$237K Sell
6,450
-876
-12% -$30.1K 0.01% 458
2025
Q1 		$245K Buy
+7,326
New +$232K 0.01% 458
2024
Q4 		– Sell
-10,088
Closed -$256K – 631
2024
Q3 		$256K Buy
10,088
+1,118
+12% +$26.9K 0.01% 414
2024
Q2 		$209K Buy
+8,970
New +$217K 0.01% 460

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SteelPeak Wealth's UGI Position: Q3 2025 in Review

SteelPeak Wealth sold out of UGI (UGI) in Q3 2025, closing a stake of 6,450 shares — an estimated $237K sold.

SteelPeak Wealth first reported a position in UGI in Q2 2024 and held it in 4 quarters. The position peaked at $256K in Q3 2024. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • SteelPeak Wealth reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 6,450 UGI shares in Q3 2025, an estimated $237K.
  • SteelPeak Wealth first reported a position in UGI in Q2 2024 and held it in 4 quarters.
  • SteelPeak Wealth's UGI position peaked at $256K in Q3 2024.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.