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Twin Peaks Wealth Advisors’s UGI UGI Stock Holding History

Twin Peaks Wealth Advisors’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
-199
Closed -$7.25K – 2075
2026
Q1 		$7.25K Buy
+199
New +$7.49K ﹤0.01% 1222
2025
Q3 		– Sell
-195
Closed -$6.87K – 2001
2025
Q2 		$6.87K Buy
+195
New +$6.71K ﹤0.01% 1130

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's UGI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of UGI (UGI) in Q2 2026, closing a stake of 199 shares — an estimated $7.25K sold.

Twin Peaks Wealth Advisors first reported a position in UGI in Q2 2025 and held it in 2 quarters. The position peaked at $7.25K in Q1 2026. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 199 UGI shares in Q2 2026, an estimated $7.25K.
  • Twin Peaks Wealth Advisors first reported a position in UGI in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's UGI position peaked at $7.25K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.