Goldman Sachs
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Goldman Sachs’s UGI UGI Stock Holding History

Goldman Sachs’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
2019
Q2 		– Sell
-201,300
Closed -$11.2M – 5358
2019
Q1 		$11.2M Buy
201,300
+70,000
+53% +$3.83M ﹤0.01% 2325
2018
Q4 		$7M Buy
+131,300
New +$7.3M ﹤0.01% 2614
2018
Q2 		– Sell
-400
Closed -$18K – 6037
2018
Q1 		$18K Sell
400
-100
-20% -$4.48K ﹤0.01% 5684
2017
Q4 		$23K Sell
500
-200
-29% -$9.56K ﹤0.01% 6098
2017
Q3 		$33K Sell
700
-800
-53% -$39.1K ﹤0.01% 6344
2017
Q2 		$73K Hold
1,500
– – ﹤0.01% 6251
2017
Q1 		$74K Sell
1,500
-600
-29% -$28.5K ﹤0.01% 6179
2016
Q4 		$97K Buy
2,100
+1,400
+200% +$62.7K ﹤0.01% 6160
2016
Q3 		$32K Buy
700
+300
+75% +$13.7K ﹤0.01% 6620
2016
Q2 		$18K Buy
400
+300
+300% +$12.6K ﹤0.01% 6751
2016
Q1 		$4K Buy
+100
New +$3.63K ﹤0.01% 6996
2015
Q4 		– Sell
-150,500
Closed -$5.24M – 7352
2015
Q3 		$5.24M Buy
150,500
+500
+0.3% +$17.5K ﹤0.01% 2848
2015
Q2 		$5.17M Buy
150,000
+17,500
+13% +$621K ﹤0.01% 2926
2015
Q1 		$4.32M Buy
132,500
+97,500
+279% +$3.42M ﹤0.01% 3040
2014
Q4 		$1.33M Sell
35,000
-100,000
-74% -$3.69M ﹤0.01% 4256
2014
Q3 		$4.6M Hold
135,000
– – ﹤0.01% 3104
2014
Q2 		$4.54M Buy
+135,000
New +$4.27M ﹤0.01% 3156

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

Goldman Sachs's UGI Position: Q1 2026 in Review

Goldman Sachs reduced its UGI (UGI) stake by 8.6% in Q1 2026, selling an estimated $6.31M and leaving 1,775,356 shares worth $64.7M. The position accounts for 0.01% of the portfolio, ranked #1367.

Goldman Sachs first reported a position in UGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $113M in Q2 2019. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Goldman Sachs held 1,775,356 shares of UGI worth $64.7M as of Q1 2026.
  • Goldman Sachs sold 167,668 UGI shares in Q1 2026, an estimated $6.31M.
  • UGI made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1367 holding.
  • Goldman Sachs first reported a position in UGI in Q2 2013 and has held it in 52 quarters since.
  • Goldman Sachs's UGI position peaked at $113M in Q2 2019.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.