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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
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 $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

Twin Peaks Wealth Advisors's UGI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in UGI (UGI) in Q1 2026: 199 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UGI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UGI in Q2 2025 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 199 shares of UGI worth $7.25K as of Q1 2026.
  • UGI was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • UGI made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1222 holding.
  • Twin Peaks Wealth Advisors first reported a position in UGI in Q2 2025 and has held it in 2 quarters since.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.