Artisan Partners
UGI icon

Artisan Partners’s UGI UGI Stock Holding History

Artisan Partners’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 		$26.7M Sell
773,053
-428,785
-36% -$15.2M 0.04% 227
2026
Q1 		$43.8M Sell
1,201,838
-86,873
-7% -$3.27M 0.07% 207
2025
Q4 		$48.2M Buy
1,288,711
+714,965
+125% +$25.3M 0.07% 214
2025
Q3 		$19.1M Buy
+573,746
New +$20.1M 0.03% 286

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

Artisan Partners's UGI Position: Q2 2026 in Review

Artisan Partners reduced its UGI (UGI) stake by 36% in Q2 2026, selling an estimated $15.2M and leaving 773,053 shares worth $26.7M. The position accounts for 0.04% of the portfolio, ranked #227.

Artisan Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $48.2M in Q4 2025. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Artisan Partners held 773,053 shares of UGI worth $26.7M as of Q2 2026.
  • Artisan Partners sold 428,785 UGI shares in Q2 2026, an estimated $15.2M.
  • UGI made up 0.04% of Artisan Partners's portfolio in Q2 2026, its #227 holding.
  • Artisan Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Artisan Partners's UGI position peaked at $48.2M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.