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 Q2	$586K	Sell	16,974 -744	-4%	-$26.3K	﹤0.01%	742
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s UGI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its UGI (UGI) stake by 4.2% in Q2 2026, selling an estimated $26.3K and leaving 16,974 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Wealthspire Advisors (New York) first reported a position in UGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $933K in Q2 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Wealthspire Advisors (New York) held 16,974 shares of UGI worth $586K as of Q2 2026.
Wealthspire Advisors (New York) sold 744 UGI shares in Q2 2026, an estimated $26.3K.
UGI made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #742 holding.
Wealthspire Advisors (New York) first reported a position in UGI in Q2 2022 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s UGI position peaked at $933K in Q2 2025.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.