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Dark Forest Capital Management’s UGI UGI Stock Holding History

Dark Forest Capital Management’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 		$845K Buy
+24,472
New +$865K 0.05% 540
2023
Q4 		– Sell
-32,917
Closed -$757K – 1073
2023
Q3 		$757K Buy
+32,917
New +$817K 0.06% 537
2022
Q2 		– Sell
-473
Closed -$17K – 1382
2022
Q1 		$17K Buy
+473
New +$18.9K ﹤0.01% 835

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

Dark Forest Capital Management's UGI Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in UGI (UGI) in Q2 2026: 24,472 shares worth $845K. The stake represents 0.05% of the portfolio and ranks #540 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in UGI as recently as Q3 2023.

Dark Forest Capital Management first reported a position in UGI in Q1 2022 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Dark Forest Capital Management held 24,472 shares of UGI worth $845K as of Q2 2026.
  • UGI was a new Dark Forest Capital Management position in Q2 2026.
  • UGI made up 0.05% of Dark Forest Capital Management's portfolio in Q2 2026, its #540 holding.
  • Dark Forest Capital Management first reported a position in UGI in Q1 2022 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.