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
Q2 		$2.96M Buy
89,321
+55,999
+168% +$1.98M 0.01% 1329
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

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's UGI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UGI (UGI) stake by 168% in Q2 2026, buying an estimated $1.98M and bringing the position to 89,321 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1329.

Wealth Enhancement Advisory Services first reported a position in UGI in Q1 2018 and has held it in 14 quarters since. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 89,321 shares of UGI worth $2.96M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 55,999 UGI shares in Q2 2026, an estimated $1.98M.
  • UGI made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1329 holding.
  • Wealth Enhancement Advisory Services first reported a position in UGI in Q1 2018 and has held it in 14 quarters since.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.