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Wealth Preservation Advisors’s UGI UGI Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-2,669
Closed -$99.9K – 1189
2025
Q4 		$99.9K Buy
2,669
+9
+0.3% +$319 0.05% 139
2025
Q3 		$88.5K Buy
2,660
+28
+1% +$979 0.05% 140
2025
Q2 		$95.9K Buy
2,632
+29
+1% +$997 0.06% 135
2025
Q1 		$86.1K Buy
+2,603
New +$82.5K 0.06% 130

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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's UGI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of UGI (UGI) in Q1 2026, closing a stake of 2,669 shares — an estimated $99.9K sold.

Wealth Preservation Advisors first reported a position in UGI in Q1 2025 and held it in 4 quarters. The position peaked at $99.9K in Q4 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,669 UGI shares in Q1 2026, an estimated $99.9K.
  • Wealth Preservation Advisors first reported a position in UGI in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's UGI position peaked at $99.9K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.