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Toth Financial Advisory’s UGI UGI Stock Holding History

Toth Financial Advisory’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
-50
Closed -$1.82K – 835
2025
Q2 		$1.82K Hold
50
– – ﹤0.01% 647
2025
Q1 		$1.65K Sell
50
-100
-67% -$3.17K ﹤0.01% 620
2024
Q4 		$4.24K Buy
+150
New +$3.89K ﹤0.01% 524
2019
Q4 		– Sell
-40
Closed -$2K – 528
2019
Q3 		$2K Buy
+40
New +$2K ﹤0.01% 428
2018
Q1 		– Sell
-749
Closed -$35K – 462
2017
Q4 		$35K Buy
+749
New +$35.8K 0.01% 233

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

Toth Financial Advisory's UGI Position: Q3 2025 in Review

Toth Financial Advisory sold out of UGI (UGI) in Q3 2025, closing a stake of 50 shares — an estimated $1.82K sold.

Toth Financial Advisory first reported a position in UGI in Q4 2017 and held it in 5 quarters. The position peaked at $35K in Q4 2017. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Toth Financial Advisory reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 50 UGI shares in Q3 2025, an estimated $1.82K.
  • Toth Financial Advisory first reported a position in UGI in Q4 2017 and held it in 5 quarters.
  • Toth Financial Advisory's UGI position peaked at $35K in Q4 2017.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.