Stone House Investment Management’s UGI UGI Stock Holding History

Stone House Investment 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	$207K	Buy	5,983 +397	+7%	+$14K	0.03%	90
2026 Q1	$203K	Buy	5,586 +28	+0.5%	+$1.05K	0.04%	76
2025 Q4	$208K	Buy	5,558 +4,806	+639%	+$170K	0.03%	76
2025 Q3	$25K	Buy	752 +81	+12%	+$2.83K	﹤0.01%	208
2025 Q2	$24.4K	Buy	671 +14	+2%	+$482	﹤0.01%	201
2025 Q1	$21.7K	Buy	+657	New	+$20.8K	﹤0.01%	203
2024 Q4	–	Sell	-708	Closed	-$17.7K	–	331
2024 Q3	$17.7K	Hold	708	–	–	﹤0.01%	186
2024 Q2	$16.2K	Hold	708	–	–	﹤0.01%	194
2024 Q1	$17.4K	Hold	708	–	–	﹤0.01%	199
2023 Q4	$17.4K	Hold	708	–	–	0.01%	128
2023 Q3	$16.3K	Hold	708	–	–	0.01%	129
2023 Q2	$19.1K	Hold	708	–	–	0.01%	122
2023 Q1	$24.6K	Buy	+708	New	+$26.8K	0.01%	115
2019 Q2	–	Sell	-705	Closed	-$39K	–	193
2019 Q1	$39K	Buy	+705	New	+$38.6K	0.02%	104

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stone House Investment Management's UGI Position: Q2 2026 in Review

Stone House Investment Management increased its UGI (UGI) stake by 7.1% in Q2 2026, buying an estimated $14K and bringing the position to 5,983 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #90.

Stone House Investment Management first reported a position in UGI in Q1 2019 and has held it in 14 quarters since. The position peaked at $208K in Q4 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Stone House Investment Management held 5,983 shares of UGI worth $207K as of Q2 2026.
Stone House Investment Management bought 397 UGI shares in Q2 2026, an estimated $14K.
UGI made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #90 holding.
Stone House Investment Management first reported a position in UGI in Q1 2019 and has held it in 14 quarters since.
Stone House Investment Management's UGI position peaked at $208K in Q4 2025.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.