WBWA
UGI icon

William B. Walkup & Associates’s UGI UGI Stock Holding History

William B. Walkup & Associates’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 		$19.3K Buy
+560
New +$19.8K 0.01% 125
2026
Q1 		– Sell
-560
Closed -$21K – 171
2025
Q4 		$21K Buy
+560
New +$19.8K 0.01% 118

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

William B. Walkup & Associates's UGI Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in UGI (UGI) in Q2 2026: 560 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: William B. Walkup & Associates previously reported a position in UGI as recently as Q4 2025.

William B. Walkup & Associates first reported a position in UGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $21K in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • William B. Walkup & Associates held 560 shares of UGI worth $19.3K as of Q2 2026.
  • UGI was a new William B. Walkup & Associates position in Q2 2026.
  • UGI made up 0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #125 holding.
  • William B. Walkup & Associates first reported a position in UGI in Q4 2025 and has held it in 2 quarters since.
  • William B. Walkup & Associates's UGI position peaked at $21K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.