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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
Q2 		$58.5K Sell
1,693
-11,306
-87% -$400K 0.01% 693
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 $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

Atlas Capital Advisors's UGI Position: Q2 2026 in Review

Atlas Capital Advisors reduced its UGI (UGI) stake by 87% in Q2 2026, selling an estimated $400K and leaving 1,693 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #693.

Atlas Capital Advisors first reported a position in UGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q2 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Atlas Capital Advisors held 1,693 shares of UGI worth $58.5K as of Q2 2026.
  • Atlas Capital Advisors sold 11,306 UGI shares in Q2 2026, an estimated $400K.
  • UGI made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #693 holding.
  • Atlas Capital Advisors first reported a position in UGI in Q4 2024 and has held it in 6 quarters since.
  • Atlas Capital Advisors's UGI position peaked at $599K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.