WealthCollab’s UGI UGI Stock Holding History

WealthCollab’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	$1.97K	Hold	54	–	–	﹤0.01%	845
2025 Q4	$2.02K	Hold	54	–	–	﹤0.01%	881
2025 Q3	$1.8K	Buy	+54	New	+$1.89K	﹤0.01%	847

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthCollab's UGI Position: Q1 2026 in Review

WealthCollab held its UGI (UGI) position steady in Q1 2026 at 54 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

WealthCollab first reported a position in UGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.02K in Q4 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

WealthCollab held 54 shares of UGI worth $1.97K as of Q1 2026.
WealthCollab left its UGI share count unchanged in Q1 2026.
UGI made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #845 holding.
WealthCollab first reported a position in UGI in Q3 2025 and has held it in 3 quarters since.
WealthCollab's UGI position peaked at $2.02K in Q4 2025.
594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.