IA
UGI icon

Inspire Advisors’s UGI UGI Stock Holding History

Inspire Advisors’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 		$2.51M Buy
+72,692
New +$2.57M 0.17% 97
2025
Q3 		– Sell
-25,137
Closed -$915K – 578
2025
Q2 		$915K Sell
25,137
-71,211
-74% -$2.45M 0.1% 159
2025
Q1 		$3.19M Buy
96,348
+7,620
+9% +$241K 0.37% 30
2024
Q4 		$2.5M Buy
88,728
+10,203
+13% +$265K 0.31% 35
2024
Q3 		$1.96M Buy
78,525
+17,706
+29% +$427K 0.24% 52
2024
Q2 		$1.39M Buy
+60,819
New +$1.47M 0.18% 75

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

Inspire Advisors's UGI Position: Q2 2026 in Review

Inspire Advisors opened a new position in UGI (UGI) in Q2 2026: 72,692 shares worth $2.51M. The stake represents 0.17% of the portfolio and ranks #97 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in UGI as recently as Q2 2025.

Inspire Advisors first reported a position in UGI in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.19M in Q1 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Inspire Advisors held 72,692 shares of UGI worth $2.51M as of Q2 2026.
  • UGI was a new Inspire Advisors position in Q2 2026.
  • UGI made up 0.17% of Inspire Advisors's portfolio in Q2 2026, its #97 holding.
  • Inspire Advisors first reported a position in UGI in Q2 2024 and has held it in 6 quarters since.
  • Inspire Advisors's UGI position peaked at $3.19M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.