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Disclosery

MORGAN STANLEY: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on UGI, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 2,654,902 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,654,902 shares
    Change vs previous 13F -415,223 shares

    <0.01% of the 13F portfolio, value $91,700,392.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,070,125 shares
    Change vs previous 13F +301,335 shares

    0.01% of the 13F portfolio, value $111,814,038.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,768,790 shares
    Change vs previous 13F -91,559 shares

    0.01% of the 13F portfolio, value $103,635,883.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,860,349 shares
    Change vs previous 13F -50,625 shares

    0.01% of the 13F portfolio, value $95,135,260.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,910,974 shares
    Change vs previous 13F +117,402 shares

    0.01% of the 13F portfolio, value $106,017,703.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,793,572 shares
    Change vs previous 13F -310,025 shares

    0.01% of the 13F portfolio, value $92,383,485.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 3,103,597 shares
    Change vs previous 13F +289,904 shares

    0.01% of the 13F portfolio, value $87,614,602.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,813,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $70,398,629.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).