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West Financial Advisors’s UGI UGI Stock Holding History

West Financial 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
2026
Q2 		$3.64K Buy
105
+1
+1% +$35 ﹤0.01% 156
2026
Q1 		$3.8K Buy
104
+1
+1% +$38 ﹤0.01% 152
2025
Q4 		$3.87K Buy
103
+1
+1% +$35 ﹤0.01% 183
2025
Q3 		$3.4K Buy
102
+1
+1% +$35 ﹤0.01% 156
2025
Q2 		$3.68K Buy
101
+1
+1% +$34 ﹤0.01% 170
2025
Q1 		$3.31K Buy
+100
New +$3.17K ﹤0.01% 168

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Financial Advisors's UGI Position: Q2 2026 in Review

West Financial Advisors increased its UGI (UGI) stake by 0.96% in Q2 2026, buying an estimated $35 and bringing the position to 105 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

West Financial Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.87K in Q4 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • West Financial Advisors held 105 shares of UGI worth $3.64K as of Q2 2026.
  • West Financial Advisors bought 1 UGI share in Q2 2026, an estimated $35.
  • UGI made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • West Financial Advisors first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • West Financial Advisors's UGI position peaked at $3.87K in Q4 2025.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.