TWD
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True Wealth Design’s UGI UGI Stock Holding History

True Wealth Design’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 		$20.4K Buy
561
+87
+18% +$3.27K 0.01% 710
2025
Q4 		$17.7K Sell
474
-4
-0.8% -$142 0.01% 651
2025
Q3 		$15.9K Buy
478
+4
+0.8% +$140 ﹤0.01% 691
2025
Q2 		$17.3K Buy
474
+3
+0.6% +$103 0.01% 420
2025
Q1 		$15.6K Buy
471
+2
+0.4% +$63 0.01% 380
2024
Q4 		$13.2K Hold
469
– – 0.01% 378
2024
Q3 		$11.7K Buy
+469
New +$11.3K ﹤0.01% 393
2023
Q3 		– Sell
-2
Closed -$54 – 815
2023
Q2 		$54 Hold
2
– – ﹤0.01% 752
2023
Q1 		$70 Buy
2
+1
+100% +$38 ﹤0.01% 820
2022
Q4 		$37 Buy
+1
New +$36 ﹤0.01% 783

Other funds holding UGI

BlackRock
BlackRock New York $5.7T 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