Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.65M Buy
+45,344
New +$1.71M 0.1% 239
2025
Q4
Sell
-15,561
Closed -$518K 2101
2025
Q3
$518K Buy
+15,561
New +$544K 0.04% 828
2025
Q2
Sell
-7,538
Closed -$249K 2167
2025
Q1
$249K Buy
+7,538
New +$239K 0.02% 1273
2024
Q4
Sell
-11,254
Closed -$282K 2045
2024
Q3
$282K Sell
11,254
-12,795
-53% -$308K 0.02% 1249
2024
Q2
$551K Sell
24,049
-125,137
-84% -$3.03M 0.04% 893
2024
Q1
$3.66M Buy
149,186
+135,140
+962% +$3.25M 0.29% 6
2023
Q4
$346K Buy
14,046
+1,538
+12% +$33.9K 0.03% 1035
2023
Q3
$288K Buy
12,508
+625
+5% +$15.5K 0.02% 1105
2023
Q2
$320K Buy
+11,883
New +$361K 0.03% 1015
2022
Q3
Sell
-5,888
Closed -$227K 1878
2022
Q2
$227K Buy
+5,888
New +$228K 0.03% 1010
2022
Q1
Sell
-14,966
Closed -$687K 1847
2021
Q4
$687K Buy
+14,966
New +$665K 0.09% 395
2021
Q3
Sell
-40,264
Closed -$1.86M 1789
2021
Q2
$1.86M Buy
+40,264
New +$1.81M 0.21% 62
2019
Q3
Sell
-11,416
Closed -$610K 1723
2019
Q2
$610K Sell
11,416
-23,242
-67% -$1.24M 0.07% 539
2019
Q1
$1.92M Buy
34,658
+26,396
+319% +$1.44M 0.19% 72
2018
Q4
$441K Sell
8,262
-52,061
-86% -$2.89M 0.05% 625
2018
Q3
$3.35M Buy
60,323
+23,885
+66% +$1.29M 0.18% 68
2018
Q2
$1.9M Buy
36,438
+5,356
+17% +$260K 0.09% 309
2018
Q1
$1.38M Sell
31,082
-564
-2% -$25.3K 0.07% 467
2017
Q4
$1.49M Buy
31,646
+2,312
+8% +$110K 0.09% 361
2017
Q3
$1.38M Buy
29,334
+3,629
+14% +$177K 0.09% 323
2017
Q2
$1.24M Buy
25,705
+19,677
+326% +$978K 0.08% 395
2017
Q1
$298K Sell
6,028
-8,283
-58% -$394K 0.02% 1391
2016
Q4
$659K Buy
14,311
+4,135
+41% +$185K 0.04% 818
2016
Q3
$460K Sell
10,176
-39,624
-80% -$1.81M 0.02% 1107
2016
Q2
$2.25M Buy
+49,800
New +$2.1M 0.12% 191
2016
Q1
Sell
-7,137
Closed -$241K 1929
2015
Q4
$241K Buy
+7,137
New +$248K 0.01% 1575
2015
Q2
Sell
-56,293
Closed -$1.83M 2193
2015
Q1
$1.83M Buy
+56,293
New +$1.97M 0.07% 393
2014
Q3
Sell
-67,560
Closed -$2.27M 1939
2014
Q2
$2.27M Buy
+67,560
New +$2.14M 0.1% 205
2013
Q4
Sell
-14,984
Closed -$391K 1772
2013
Q3
$391K Buy
+14,984
New +$402K 0.03% 958

Other funds holding UGI

GSA Capital Partners's UGI Position: Q1 2026 in Review

GSA Capital Partners opened a new position in UGI (UGI) in Q1 2026: 45,344 shares worth $1.65M. The stake represents 0.1% of the portfolio and ranks #239 among its holdings. This is a return to the name: GSA Capital Partners previously reported a position in UGI as recently as Q3 2025.

GSA Capital Partners first reported a position in UGI in Q3 2013 and has held it in 29 quarters since. The position peaked at $3.66M in Q1 2024. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • GSA Capital Partners held 45,344 shares of UGI worth $1.65M as of Q1 2026.
  • UGI was a new GSA Capital Partners position in Q1 2026.
  • UGI made up 0.1% of GSA Capital Partners's portfolio in Q1 2026, its #239 holding.
  • GSA Capital Partners first reported a position in UGI in Q3 2013 and has held it in 29 quarters since.
  • GSA Capital Partners's UGI position peaked at $3.66M in Q1 2024.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on GSA Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.