Vermillion Wealth Management’s UGI UGI Stock Holding History

Vermillion Wealth Management’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	-12	Closed	-$437	–	2408
2026 Q1	$437	Buy	+12	New	+$452	﹤0.01%	1065

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

Vermillion Wealth Management's UGI Position: Q2 2026 in Review

Vermillion Wealth Management sold out of UGI (UGI) in Q2 2026, closing a stake of 12 shares — an estimated $437 sold.

Vermillion Wealth Management first reported a position in UGI in Q1 2026 and held it in 1 quarter. The position peaked at $437 in Q1 2026. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Vermillion Wealth Management reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 12 UGI shares in Q2 2026, an estimated $437.
Vermillion Wealth Management first reported a position in UGI in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's UGI position peaked at $437 in Q1 2026.
618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.