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Wealthcare Advisory Partners’s UGI UGI Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-19,568
Closed -$713K – 1057
2025
Q2 		$713K Sell
19,568
-297
-1% -$10.2K 0.02% 554
2025
Q1 		$657K Buy
19,865
+267
+1% +$8.46K 0.02% 530
2024
Q4 		$553K Sell
19,598
-2
-0% -$52 0.02% 544
2024
Q3 		$490K Buy
+19,600
New +$472K 0.01% 573
2021
Q2 		– Sell
-3,528
Closed -$145K – 1780
2021
Q1 		$145K Buy
+3,528
New +$136K 0.01% 558
2019
Q4 		– Sell
-475
Closed -$24K – 1439
2019
Q3 		$24K Buy
+475
New +$23.7K ﹤0.01% 706

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthcare Advisory Partners's UGI Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of UGI (UGI) in Q3 2025, closing a stake of 19,568 shares — an estimated $713K sold.

Wealthcare Advisory Partners first reported a position in UGI in Q3 2019 and held it in 6 quarters. The position peaked at $713K in Q2 2025. 569 funds tracked by Wall St. Rank hold UGI as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining UGI position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 19,568 UGI shares in Q3 2025, an estimated $713K.
  • Wealthcare Advisory Partners first reported a position in UGI in Q3 2019 and held it in 6 quarters.
  • Wealthcare Advisory Partners's UGI position peaked at $713K in Q2 2025.
  • 569 funds tracked by Wall St. Rank held UGI as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.