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Whipplewood Advisors’s UGI UGI Stock Holding History

Whipplewood 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 		$967 Hold
28
– – ﹤0.01% 548
2026
Q1 		$1.02K Buy
+28
New +$1.05K ﹤0.01% 894
2025
Q3 		– Sell
-31
Closed -$1.13K – 1110
2025
Q2 		$1.13K Buy
31
+19
+158% +$654 ﹤0.01% 996
2025
Q1 		$926 Sell
12
-16
-57% -$507 ﹤0.01% 1039
2024
Q4 		$790 Buy
+28
New +$727 ﹤0.01% 1052

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

Whipplewood Advisors's UGI Position: Q2 2026 in Review

Whipplewood Advisors held its UGI (UGI) position steady in Q2 2026 at 28 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Whipplewood Advisors first reported a position in UGI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.13K in Q2 2025. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Whipplewood Advisors held 28 shares of UGI worth $967 as of Q2 2026.
  • Whipplewood Advisors left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #548 holding.
  • Whipplewood Advisors first reported a position in UGI in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's UGI position peaked at $1.13K in Q2 2025.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.