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UGI Corporation shares owned by Stone House Investment Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 752 33.26
2025-06-30 $24k 671 36.42
2025-03-31 $22k 657 33.07
2024-09-30 $18k 708 25.04
2024-03-31 $17k 708 24.56
2023-12-31 $17k 708 24.62
2023-09-30 $16k 708 23.01
2023-06-30 $19k 708 26.99
2023-03-31 $25k 708 34.78
2019-03-31 $39k 705 55.32

More positions owned by Stone House Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Procter & Gamble Company (PG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Stone House Investment 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