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Wealthspire Advisors (New York)’s UGI UGI Stock Holding History

Wealthspire Advisors (New York)’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 		$645K Sell
17,718
-2,283
-11% -$85.9K 0.01% 509
2025
Q4 		$749K Sell
20,001
-4,931
-20% -$175K 0.01% 497
2025
Q3 		$829K Sell
24,932
-689
-3% -$24.1K ﹤0.01% 424
2025
Q2 		$933K Buy
25,621
+8,047
+46% +$277K 0.01% 404
2025
Q1 		$581K Buy
17,574
+323
+2% +$10.2K ﹤0.01% 482
2024
Q4 		$487K Buy
17,251
+736
+4% +$19.1K ﹤0.01% 522
2024
Q3 		$413K Sell
16,515
-1,871
-10% -$45.1K ﹤0.01% 542
2024
Q2 		$421K Buy
18,386
+83
+0.5% +$2.01K 0.01% 461
2024
Q1 		$449K Hold
18,303
– – 0.01% 440
2023
Q4 		$450K Hold
18,303
– – 0.01% 432
2023
Q3 		$421K Hold
18,303
– – 0.01% 422
2023
Q2 		$494K Hold
18,303
– – 0.01% 369
2023
Q1 		$636K Sell
18,303
-303
-2% -$11.5K 0.01% 318
2022
Q4 		$690K Buy
18,606
+303
+2% +$10.9K 0.01% 329
2022
Q3 		$592K Buy
18,303
+53
+0.3% +$2.09K 0.01% 303
2022
Q2 		$705K Buy
+18,250
New +$707K 0.01% 264

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