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 Q2	–	Sell	-14,853	Closed	-$541K	–	610
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 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

Triad Wealth Partners's UGI Position: Q2 2026 in Review

Triad Wealth Partners sold out of UGI (UGI) in Q2 2026, closing a stake of 14,853 shares — an estimated $541K sold.

Triad Wealth Partners first reported a position in UGI in Q4 2025 and held it in 2 quarters. The position peaked at $541K in Q1 2026. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Triad Wealth Partners reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 14,853 UGI shares in Q2 2026, an estimated $541K.
Triad Wealth Partners first reported a position in UGI in Q4 2025 and held it in 2 quarters.
Triad Wealth Partners's UGI position peaked at $541K in Q1 2026.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.