II
UGI icon

Inspire Investing’s UGI UGI Stock Holding History

Inspire Investing’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 		$416K Buy
12,054
+1,878
+18% +$66.4K 0.02% 969
2026
Q1 		$371K Buy
10,176
+10,054
+8,241% +$378K 0.02% 861
2025
Q4 		$4.55K Buy
+122
New +$4.32K ﹤0.01% 957
2025
Q3 		– Sell
-32,406
Closed -$1.18M – 938
2025
Q2 		$1.18M Buy
+32,406
New +$1.11M 0.13% 180
2024
Q4 		– Sell
-47,543
Closed -$1.19M – 861
2024
Q3 		$1.19M Buy
+47,543
New +$1.15M 0.12% 180
2022
Q3 		– Sell
-5,482
Closed -$212K – 841
2022
Q2 		$212K Sell
5,482
-28,481
-84% -$1.1M 0.03% 595
2022
Q1 		$1.23M Sell
33,963
-133
-0.4% -$5.32K 0.14% 139
2021
Q4 		$1.56M Sell
34,096
-1,804
-5% -$80.2K 0.18% 125
2021
Q3 		$1.53M Buy
35,900
+16,862
+89% +$771K 0.19% 130
2021
Q2 		$882K Buy
+19,038
New +$857K 0.12% 202
2020
Q2 		– Sell
-1
Closed – – 713
2020
Q1 		$0 Buy
+1
New +$38 ﹤0.01% 796
2018
Q1 		– Sell
-1,104
Closed -$52K – 672
2017
Q4 		$52K Buy
+1,104
New +$52.8K 0.04% 728

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 Investing's UGI Position: Q2 2026 in Review

Inspire Investing increased its UGI (UGI) stake by 18% in Q2 2026, buying an estimated $66.4K and bringing the position to 12,054 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #969.

Inspire Investing first reported a position in UGI in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2021. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Inspire Investing held 12,054 shares of UGI worth $416K as of Q2 2026.
  • Inspire Investing bought 1,878 UGI shares in Q2 2026, an estimated $66.4K.
  • UGI made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #969 holding.
  • Inspire Investing first reported a position in UGI in Q4 2017 and has held it in 12 quarters since.
  • Inspire Investing's UGI position peaked at $1.56M in Q4 2021.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.