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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
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 $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

Atom Investors's UGI Position: Q1 2026 in Review

Atom Investors opened a new position in UGI (UGI) in Q1 2026: 88,640 shares worth $3.23M. The stake represents 0.23% of the portfolio and ranks #142 among its holdings. This is a return to the name: Atom Investors previously reported a position in UGI as recently as Q2 2025.

Atom Investors first reported a position in UGI in Q1 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Atom Investors held 88,640 shares of UGI worth $3.23M as of Q1 2026.
  • UGI was a new Atom Investors position in Q1 2026.
  • UGI made up 0.23% of Atom Investors's portfolio in Q1 2026, its #142 holding.
  • Atom Investors first reported a position in UGI in Q1 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.