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Ancora Advisors’s UGI UGI Stock Holding History

Ancora Advisors’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 		$11.3M Sell
327,381
-67,978
-17% -$2.4M 0.22% 113
2026
Q1 		$14.4M Sell
395,359
-6,950
-2% -$262K 0.31% 69
2025
Q4 		$15.1M Sell
402,309
-117,653
-23% -$4.17M 0.31% 69
2025
Q3 		$17.3M Sell
519,962
-2,420
-0.5% -$84.6K 0.35% 57
2025
Q2 		$19M Buy
522,382
+16,892
+3% +$581K 0.39% 52
2025
Q1 		$16.7M Buy
505,490
+30,060
+6% +$952K 0.37% 53
2024
Q4 		$13.4M Buy
475,430
+424,160
+827% +$11M 0.3% 71
2024
Q3 		$1.28M Buy
+51,270
New +$1.24M 0.03% 343
2024
Q2 		– Sell
-66,340
Closed -$1.63M – 1920
2024
Q1 		$1.63M Sell
66,340
-31,450
-32% -$755K 0.04% 310
2023
Q4 		$2.41M Buy
97,790
+58,930
+152% +$1.3M 0.06% 245
2023
Q3 		$894K Buy
+38,860
New +$964K 0.02% 371
2023
Q1 		– Sell
-8,844
Closed -$328K – 2059
2022
Q4 		$328K Sell
8,844
-825
-9% -$29.8K 0.01% 566
2022
Q3 		$313K Sell
9,669
-40,060
-81% -$1.58M 0.01% 619
2022
Q2 		$1.92M Sell
49,729
-129,830
-72% -$5.03M 0.05% 263
2022
Q1 		$6.5M Sell
179,559
-114,388
-39% -$4.58M 0.16% 129
2021
Q4 		$13.5M Sell
293,947
-53,110
-15% -$2.36M 0.32% 70
2021
Q3 		$14.8M Buy
347,057
+4,897
+1% +$224K 0.38% 66
2021
Q2 		$15.8M Sell
342,160
-2,295
-0.7% -$103K 0.41% 64
2021
Q1 		$14.1M Buy
344,455
+100,980
+41% +$3.9M 0.39% 65
2020
Q4 		$8.51M Buy
243,475
+72,409
+42% +$2.53M 0.27% 94
2020
Q3 		$5.64M Buy
171,066
+72,785
+74% +$2.41M 0.22% 106
2020
Q2 		$3.13M Buy
98,281
+8,813
+10% +$267K 0.13% 171
2020
Q1 		$2.39M Sell
89,468
-432
-0.5% -$16.4K 0.11% 198
2019
Q4 		$4.06M Buy
89,900
+52,652
+141% +$2.41M 0.15% 167
2019
Q3 		$1.87M Buy
+37,248
New +$1.86M 0.08% 235

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

Ancora Advisors's UGI Position: Q2 2026 in Review

Ancora Advisors reduced its UGI (UGI) stake by 17% in Q2 2026, selling an estimated $2.4M and leaving 327,381 shares worth $11.3M. The position accounts for 0.22% of the portfolio, ranked #113.

Ancora Advisors first reported a position in UGI in Q3 2019 and has held it in 25 quarters since. The position peaked at $19M in Q2 2025. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Ancora Advisors held 327,381 shares of UGI worth $11.3M as of Q2 2026.
  • Ancora Advisors sold 67,978 UGI shares in Q2 2026, an estimated $2.4M.
  • UGI made up 0.22% of Ancora Advisors's portfolio in Q2 2026, its #113 holding.
  • Ancora Advisors first reported a position in UGI in Q3 2019 and has held it in 25 quarters since.
  • Ancora Advisors's UGI position peaked at $19M in Q2 2025.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.