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Wealth Enhancement Trust Services’s UGI UGI Stock Holding History

Wealth Enhancement Trust 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 		$5.59K Buy
+162
New +$5.73K ﹤0.01% 824

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in UGI (UGI) in Q2 2026: 162 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings.

493 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Wealth Enhancement Trust Services held 162 shares of UGI worth $5.59K as of Q2 2026.
  • UGI was a new Wealth Enhancement Trust Services position in Q2 2026.
  • UGI made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #824 holding.
  • 493 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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