Archer Investment Corporation’s UGI UGI Stock Holding History

Archer Investment Corporation’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	$1.06K	Buy	31 +1	+3%	+$35	﹤0.01%	1126
2026 Q1	$1.1K	Hold	30	–	–	﹤0.01%	1108
2025 Q4	$1.12K	Buy	+30	New	+$1.06K	﹤0.01%	1045
2024 Q3	–	Sell	-14,200	Closed	-$325K	–	1114
2024 Q2	$325K	Hold	14,200	–	–	0.09%	180
2024 Q1	$348K	Sell	14,200 -5,040	-26%	-$121K	0.1%	175
2023 Q4	$473K	Hold	19,240	–	–	0.15%	140
2023 Q3	$443K	Hold	19,240	–	–	0.16%	138
2023 Q2	$519K	Buy	19,240 +4,866	+34%	+$148K	0.18%	116
2023 Q1	$521K	Buy	14,374 +2,374	+20%	+$90K	0.19%	121
2022 Q4	$445K	Hold	12,000	–	–	0.17%	135
2022 Q3	$388K	Hold	12,000	–	–	0.16%	142
2022 Q2	$463K	Buy	+12,000	New	+$465K	0.19%	129
2020 Q4	–	Sell	-1,014	Closed	-$33.4K	–	754
2020 Q3	$33.4K	Buy	1,014 +500	+97%	+$16.6K	0.02%	309
2020 Q2	$16.3K	Sell	514 -644	-56%	-$19.5K	0.01%	373
2020 Q1	$31K	Hold	1,158	–	–	0.02%	284
2019 Q4	$52K	Buy	1,158 +744	+180%	+$34.1K	0.03%	256
2019 Q3	$21K	Buy	+414	New	+$20.7K	0.01%	294

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Archer Investment Corporation's UGI Position: Q2 2026 in Review

Archer Investment Corporation increased its UGI (UGI) stake by 3.3% in Q2 2026, buying an estimated $35 and bringing the position to 31 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Archer Investment Corporation first reported a position in UGI in Q3 2019 and has held it in 17 quarters since. The position peaked at $521K in Q1 2023. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Archer Investment Corporation held 31 shares of UGI worth $1.06K as of Q2 2026.
Archer Investment Corporation bought 1 UGI share in Q2 2026, an estimated $35.
UGI made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #1126 holding.
Archer Investment Corporation first reported a position in UGI in Q3 2019 and has held it in 17 quarters since.
Archer Investment Corporation's UGI position peaked at $521K in Q1 2023.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.