Wealth Enhancement Advisory Services
UGI icon

Wealth Enhancement Advisory Services’s UGI UGI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.23M Sell
33,322
-7,726
-19% -$291K ﹤0.01% 1676
2025
Q4 		$1.53M Buy
41,048
+4,051
+11% +$143K ﹤0.01% 1679
2025
Q3 		$1.19M Buy
36,997
+2,999
+9% +$105K ﹤0.01% 1742
2025
Q2 		$1.2M Buy
33,998
+758
+2% +$26.1K ﹤0.01% 1644
2025
Q1 		$1.1M Sell
33,240
-1,292
-4% -$40.9K ﹤0.01% 1556
2024
Q4 		$975K Buy
34,532
+7,643
+28% +$198K ﹤0.01% 1560
2024
Q3 		$673K Buy
26,889
+3,117
+13% +$75.1K ﹤0.01% 1626
2024
Q2 		$544K Buy
23,772
+928
+4% +$22.5K ﹤0.01% 1599
2024
Q1 		$561K Buy
22,844
+4,597
+25% +$110K ﹤0.01% 1513
2023
Q4 		$449K Sell
18,247
-5,433
-23% -$120K ﹤0.01% 1572
2023
Q3 		$545K Sell
23,680
-4,416
-16% -$110K ﹤0.01% 1380
2023
Q2 		$758K Buy
+28,096
New +$853K 0.01% 303
2018
Q2 		– Sell
-20,051
Closed -$897K – 195
2018
Q1 		$897K Buy
+20,051
New +$899K 0.06% 121

Other funds holding UGI

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BlackRock New York $5.7T 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