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BW Gestao de Investimentos’s UGI UGI Stock Holding History

BW Gestao de Investimentos’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 		$10M Sell
289,830
-87,970
-23% -$3.11M 0.2% 99
2026
Q1 		$13.8M Sell
377,800
-23,794
-6% -$895K 0.46% 55
2025
Q4 		$15M Buy
+401,594
New +$14.2M 0.34% 55

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

BW Gestao de Investimentos's UGI Position: Q2 2026 in Review

BW Gestao de Investimentos reduced its UGI (UGI) stake by 23% in Q2 2026, selling an estimated $3.11M and leaving 289,830 shares worth $10M. The position accounts for 0.2% of the portfolio, ranked #99.

BW Gestao de Investimentos first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15M in Q4 2025. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • BW Gestao de Investimentos held 289,830 shares of UGI worth $10M as of Q2 2026.
  • BW Gestao de Investimentos sold 87,970 UGI shares in Q2 2026, an estimated $3.11M.
  • UGI made up 0.2% of BW Gestao de Investimentos's portfolio in Q2 2026, its #99 holding.
  • BW Gestao de Investimentos first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • BW Gestao de Investimentos's UGI position peaked at $15M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.