AI
UGI icon

Atom Investors’s UGI UGI Stock Holding History

Atom Investors’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 		$1.04M Sell
30,190
-58,450
-66% -$2.07M 0.09% 340
2026
Q1 		$3.23M Buy
+88,640
New +$3.34M 0.23% 142
2025
Q3 		– Sell
-23,808
Closed -$867K – 830
2025
Q2 		$867K Sell
23,808
-12,532
-34% -$431K 0.08% 270
2025
Q1 		$1.2M Buy
+36,340
New +$1.15M 0.15% 183

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

Atom Investors's UGI Position: Q2 2026 in Review

Atom Investors reduced its UGI (UGI) stake by 66% in Q2 2026, selling an estimated $2.07M and leaving 30,190 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #340.

Atom Investors first reported a position in UGI in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.23M in Q1 2026. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Atom Investors held 30,190 shares of UGI worth $1.04M as of Q2 2026.
  • Atom Investors sold 58,450 UGI shares in Q2 2026, an estimated $2.07M.
  • UGI made up 0.09% of Atom Investors's portfolio in Q2 2026, its #340 holding.
  • Atom Investors first reported a position in UGI in Q1 2025 and has held it in 4 quarters since.
  • Atom Investors's UGI position peaked at $3.23M in Q1 2026.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.