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Atlas Capital Advisors’s UGI UGI Stock Holding History

Atlas Capital 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
Q1 		$473K Sell
12,999
-617
-5% -$23.2K 0.05% 269
2025
Q4 		$510K Buy
+13,616
New +$482K 0.06% 261
2025
Q2 		$599K Sell
16,450
-721
-4% -$24.8K 0.07% 217
2025
Q1 		$568K Buy
17,171
+15,529
+946% +$492K 0.07% 230
2024
Q4 		$46.4K Buy
+1,642
New +$42.6K 0.01% 620

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Capital Advisors's UGI Position: Q1 2026 in Review

Atlas Capital Advisors reduced its UGI (UGI) stake by 4.5% in Q1 2026, selling an estimated $23.2K and leaving 12,999 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #269.

Atlas Capital Advisors first reported a position in UGI in Q4 2024 and has held it in 5 quarters since. The position peaked at $599K in Q2 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Atlas Capital Advisors held 12,999 shares of UGI worth $473K as of Q1 2026.
  • Atlas Capital Advisors sold 617 UGI shares in Q1 2026, an estimated $23.2K.
  • UGI made up 0.05% of Atlas Capital Advisors's portfolio in Q1 2026, its #269 holding.
  • Atlas Capital Advisors first reported a position in UGI in Q4 2024 and has held it in 5 quarters since.
  • Atlas Capital Advisors's UGI position peaked at $599K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.