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FORA Capital’s UGI UGI Stock Holding History

FORA 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
2025
Q4 		– Sell
-8,466
Closed -$282K – 660
2025
Q3 		$282K Buy
+8,466
New +$296K 0.05% 384
2023
Q3 		– Sell
-15,478
Closed -$417K – 585
2023
Q2 		$417K Buy
15,478
+5,822
+60% +$177K 0.06% 246
2023
Q1 		$336K Buy
+9,656
New +$366K 0.03% 419
2022
Q4 		– Sell
-16,263
Closed -$526K – 650
2022
Q3 		$526K Buy
+16,263
New +$642K 0.1% 249
2020
Q4 		– Sell
-1,252
Closed -$41K – 1148
2020
Q3 		$41K Sell
1,252
-504
-29% -$16.7K 0.03% 474
2020
Q2 		$56K Sell
1,756
-16,887
-91% -$512K 0.02% 619
2020
Q1 		$497K Buy
+18,643
New +$706K 0.11% 240

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's UGI Position: Q4 2025 in Review

FORA Capital sold out of UGI (UGI) in Q4 2025, closing a stake of 8,466 shares — an estimated $282K sold.

FORA Capital first reported a position in UGI in Q1 2020 and held it in 7 quarters. The position peaked at $526K in Q3 2022. 613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

  • FORA Capital reported no remaining UGI position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 8,466 UGI shares in Q4 2025, an estimated $282K.
  • FORA Capital first reported a position in UGI in Q1 2020 and held it in 7 quarters.
  • FORA Capital's UGI position peaked at $526K in Q3 2022.
  • 613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.