LVW Advisors »

UGI Corporation shares owned by LVW Advisors

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UGI Corporation by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $761k 21k 35.67

More positions owned by LVW Advisors

Spdr Series Trust St Str P500etf (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Microsoft Corporation (MSFT)
Ab Active Etfs Tax Aw Inter Etf (TAFM)

View all positions for LVW Advisors

Top funds holding UGI Corporation

BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Neuberger Berman Group
State Street Corporation
LSV Asset Management
Hanna Zanoni
Snyder Capital Management
Geode Capital Management
Northern Trust
Mitsubishi UFJ Trust & Banking Corp
AQR Capital Management
Captrust Financial Advisors
Invesco

View all funds holding UGI Corporation