Vise Technologies’s UGI UGI Stock Holding History

Vise Technologies’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	$229K	Hold	6,112	–	–	﹤0.01%	1312
2025 Q4	$229K	Buy	+6,112	New	+$216K	﹤0.01%	1322

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vise Technologies's UGI Position: Q1 2026 in Review

Vise Technologies held its UGI (UGI) position steady in Q1 2026 at 6,112 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Vise Technologies first reported a position in UGI in Q4 2025 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

Vise Technologies held 6,112 shares of UGI worth $229K as of Q1 2026.
Vise Technologies left its UGI share count unchanged in Q1 2026.
UGI made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1312 holding.
Vise Technologies first reported a position in UGI in Q4 2025 and has held it in 2 quarters since.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.