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Wealth Watch Advisors’s UGI UGI Stock Holding History

Wealth Watch 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
-22
Closed -$823 – 826
2025
Q4 		$823 Hold
22
– – ﹤0.01% 815
2025
Q3 		$732 Buy
+22
New +$769 ﹤0.01% 790

Other funds holding UGI

BlackRock
BlackRock New York $5.72T 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

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

Wealth Watch Advisors sold out of UGI (UGI) in Q1 2026, closing a stake of 22 shares — an estimated $823 sold.

Wealth Watch Advisors first reported a position in UGI in Q3 2025 and held it in 2 quarters. The position peaked at $823 in Q4 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Wealth Watch Advisors reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 22 UGI shares in Q1 2026, an estimated $823.
  • Wealth Watch Advisors first reported a position in UGI in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's UGI position peaked at $823 in Q4 2025.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

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