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Steigerwald Gordon & Koch’s UGI UGI Stock Holding History

Steigerwald Gordon & Koch’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 		$8.78K Hold
254
– – ﹤0.01% 561
2026
Q1 		$9.26K Hold
254
– – ﹤0.01% 531
2025
Q4 		$9.52K Hold
254
– – ﹤0.01% 574
2025
Q3 		$8.46K Buy
+254
New +$8.88K ﹤0.01% 553

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

Steigerwald Gordon & Koch's UGI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its UGI (UGI) position steady in Q2 2026 at 254 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Steigerwald Gordon & Koch first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.52K in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Steigerwald Gordon & Koch held 254 shares of UGI worth $8.78K as of Q2 2026.
  • Steigerwald Gordon & Koch left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #561 holding.
  • Steigerwald Gordon & Koch first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's UGI position peaked at $9.52K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.