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Atomi Financial Group’s UGI UGI Stock Holding History

Atomi Financial Group’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 		$309K Buy
8,952
+1,104
+14% +$39K 0.01% 1014
2026
Q1 		$286K Sell
7,848
-221
-3% -$8.32K 0.01% 974
2025
Q4 		$302K Buy
8,069
+1,106
+16% +$39.2K 0.01% 930
2025
Q3 		$232K Buy
6,963
+1,280
+23% +$44.7K 0.01% 1035
2025
Q2 		$207K Buy
+5,683
New +$195K 0.01% 1030

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Atomi Financial Group's UGI Position: Q2 2026 in Review

Atomi Financial Group increased its UGI (UGI) stake by 14% in Q2 2026, buying an estimated $39K and bringing the position to 8,952 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1014.

Atomi Financial Group first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Atomi Financial Group held 8,952 shares of UGI worth $309K as of Q2 2026.
  • Atomi Financial Group bought 1,104 UGI shares in Q2 2026, an estimated $39K.
  • UGI made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1014 holding.
  • Atomi Financial Group first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • 619 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.