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UGI Corporation shares owned by Partnership Wealth Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Partnership Wealth Management from 13F filings

Historical chart of Partnership Wealth Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Partnership Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 6.8k 33.26
2025-06-30 $246k 6.8k 36.42
2025-03-31 $223k 6.8k 33.07
2024-09-30 $169k 6.8k 25.02
2024-06-30 $155k 6.8k 22.90
2024-03-31 $166k 6.8k 24.54
2023-12-31 $149k 6.8k 22.14

More positions owned by Partnership Wealth Management

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Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Norfolk Southn Corp Stock (NSC)
Trane Technologies Stock (TT)
Abbott Labs Stock (ABT)
Johnson & Johnson Stock (JNJ)
Bristol-myers Squibb Stock (BMY)

View all positions for Partnership Wealth Management

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation