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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
Q2 		$516K Buy
14,942
+8,830
+144% +$312K 0.01% 1136
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
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 $3.38T AUM 44.17% 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

Vise Technologies's UGI Position: Q2 2026 in Review

Vise Technologies increased its UGI (UGI) stake by 144% in Q2 2026, buying an estimated $312K and bringing the position to 14,942 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #1136.

Vise Technologies first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Vise Technologies held 14,942 shares of UGI worth $516K as of Q2 2026.
  • Vise Technologies bought 8,830 UGI shares in Q2 2026, an estimated $312K.
  • UGI made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1136 holding.
  • Vise Technologies first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.