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Bridgefront Capital’s UGI UGI Stock Holding History

Bridgefront Capital’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 		– Sell
-16,944
Closed -$634K – 762
2025
Q4 		$634K Sell
16,944
-4,620
-21% -$164K 0.16% 215
2025
Q3 		$717K Buy
21,564
+14,894
+223% +$521K 0.21% 154
2025
Q2 		$243K Buy
+6,670
New +$229K 0.06% 495
2024
Q3 		– Sell
-9,721
Closed -$223K – 722
2024
Q2 		$223K Buy
+9,721
New +$236K 0.09% 383
2024
Q1 		– Sell
-9,332
Closed -$230K – 563
2023
Q4 		$230K Buy
+9,332
New +$206K 0.17% 254
2022
Q2 		– Sell
-6,522
Closed -$236K – 442
2022
Q1 		$236K Buy
+6,522
New +$261K 0.29% 166

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

Bridgefront Capital's UGI Position: Q1 2026 in Review

Bridgefront Capital sold out of UGI (UGI) in Q1 2026, closing a stake of 16,944 shares — an estimated $634K sold.

Bridgefront Capital first reported a position in UGI in Q1 2022 and held it in 6 quarters. The position peaked at $717K in Q3 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Bridgefront Capital reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Bridgefront Capital sold 16,944 UGI shares in Q1 2026, an estimated $634K.
  • Bridgefront Capital first reported a position in UGI in Q1 2022 and held it in 6 quarters.
  • Bridgefront Capital's UGI position peaked at $717K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Bridgefront Capital's 13F filing for Q1 2026, filed 15 May 2026.