TD Private Client Wealth’s UGI UGI Stock Holding History

TD Private Client 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
2026 Q1	$546	Hold	15	–	–	﹤0.01%	1482
2025 Q4	$561	Hold	15	–	–	﹤0.01%	1478
2025 Q3	$499	Hold	15	–	–	﹤0.01%	1472
2025 Q2	$546	Hold	15	–	–	﹤0.01%	1344
2025 Q1	$496	Buy	+15	New	+$475	﹤0.01%	1338
2023 Q3	–	Sell	-25	Closed	-$674	–	1272
2023 Q2	$674	Hold	25	–	–	﹤0.01%	1230
2023 Q1	$869	Hold	25	–	–	﹤0.01%	1199
2022 Q4	$927	Hold	25	–	–	﹤0.01%	1150
2022 Q3	$808	Hold	25	–	–	﹤0.01%	1170
2022 Q2	$965	Hold	25	–	–	﹤0.01%	1173
2022 Q1	$906	Hold	25	–	–	﹤0.01%	1215
2021 Q4	$1.15K	Sell	25 -63	-72%	-$2.8K	﹤0.01%	1052
2021 Q3	$3.75K	Hold	88	–	–	﹤0.01%	977
2021 Q2	$4.08K	Hold	88	–	–	﹤0.01%	975
2021 Q1	$3.61K	Hold	88	–	–	﹤0.01%	948
2020 Q4	$3.08K	Sell	88 -105	-54%	-$3.67K	﹤0.01%	922
2020 Q3	$6.37K	Hold	193	–	–	﹤0.01%	822
2020 Q2	$6.14K	Hold	193	–	–	﹤0.01%	827
2020 Q1	$5.15K	Buy	+193	New	+$7.31K	﹤0.01%	810

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's UGI Position: Q1 2026 in Review

TD Private Client Wealth held its UGI (UGI) position steady in Q1 2026 at 15 shares worth $546. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

TD Private Client Wealth first reported a position in UGI in Q1 2020 and has held it in 19 quarters since. The position peaked at $6.37K in Q3 2020. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

TD Private Client Wealth held 15 shares of UGI worth $546 as of Q1 2026.
TD Private Client Wealth left its UGI share count unchanged in Q1 2026.
UGI made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1482 holding.
TD Private Client Wealth first reported a position in UGI in Q1 2020 and has held it in 19 quarters since.
TD Private Client Wealth's UGI position peaked at $6.37K in Q3 2020.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.