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Wealthedge Investment Advisors’s UGI UGI Stock Holding History

Wealthedge Investment 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
2025
Q2 		– Sell
-8,576
Closed -$284K – 196
2025
Q1 		$284K Sell
8,576
-8,691
-50% -$275K 0.13% 131
2024
Q4 		$487K Buy
+17,267
New +$448K 0.22% 94

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthedge Investment Advisors's UGI Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of UGI (UGI) in Q2 2025, closing a stake of 8,576 shares — an estimated $284K sold.

Wealthedge Investment Advisors first reported a position in UGI in Q4 2024 and held it in 2 quarters. The position peaked at $487K in Q4 2024. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 8,576 UGI shares in Q2 2025, an estimated $284K.
  • Wealthedge Investment Advisors first reported a position in UGI in Q4 2024 and held it in 2 quarters.
  • Wealthedge Investment Advisors's UGI position peaked at $487K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.