Hexagon Capital Partners’s UGI UGI Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-841	Closed	-$27.8K	–	1612
2025 Q1	$27.8K	Buy	841 +83	+11%	+$2.63K	0.01%	637
2024 Q4	$21.4K	Buy	758 +371	+96%	+$9.63K	﹤0.01%	760
2024 Q3	$9.68K	Buy	+387	New	+$9.32K	﹤0.01%	936
2024 Q1	–	Sell	-9	Closed	-$222	–	1516
2023 Q4	$222	Sell	9 -9	-50%	-$199	﹤0.01%	1355
2023 Q3	$414	Sell	18 -352	-95%	-$8.73K	﹤0.01%	1289
2023 Q2	$9.98K	Buy	370 +89	+32%	+$2.7K	﹤0.01%	747
2023 Q1	$9.77K	Sell	281 -61	-18%	-$2.31K	﹤0.01%	735
2022 Q4	$12.7K	Sell	342 -178	-34%	-$6.43K	﹤0.01%	665
2022 Q3	$17K	Buy	520 +287	+123%	+$11.3K	0.01%	635
2022 Q2	$9K	Buy	+233	New	+$9.03K	﹤0.01%	684
2022 Q1	–	Sell	-175	Closed	-$8K	–	990
2021 Q4	$8K	Hold	175	–	–	﹤0.01%	629
2021 Q3	$7K	Hold	175	–	–	﹤0.01%	636
2021 Q2	$8K	Buy	+175	New	+$7.87K	﹤0.01%	592

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hexagon Capital Partners's UGI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of UGI (UGI) in Q2 2025, closing a stake of 841 shares — an estimated $27.8K sold.

Hexagon Capital Partners first reported a position in UGI in Q2 2021 and held it in 13 quarters. The position peaked at $27.8K in Q1 2025. 593 funds tracked by Wall St. Rank hold UGI as of Q2 2025.

Hexagon Capital Partners reported no remaining UGI position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 841 UGI shares in Q2 2025, an estimated $27.8K.
Hexagon Capital Partners first reported a position in UGI in Q2 2021 and held it in 13 quarters.
Hexagon Capital Partners's UGI position peaked at $27.8K in Q1 2025.
593 funds tracked by Wall St. Rank held UGI as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.