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Triad Wealth Partners’s UGI UGI Stock Holding History

Triad Wealth Partners’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 		$541K Buy
14,853
+642
+5% +$24.2K 0.04% 262
2025
Q4 		$532K Buy
+14,211
New +$503K 0.05% 253

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's UGI Position: Q1 2026 in Review

Triad Wealth Partners increased its UGI (UGI) stake by 4.5% in Q1 2026, buying an estimated $24.2K and bringing the position to 14,853 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #262.

Triad Wealth Partners first reported a position in UGI in Q4 2025 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Triad Wealth Partners held 14,853 shares of UGI worth $541K as of Q1 2026.
  • Triad Wealth Partners bought 642 UGI shares in Q1 2026, an estimated $24.2K.
  • UGI made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #262 holding.
  • Triad Wealth Partners first reported a position in UGI in Q4 2025 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.