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Invested Advisors’s UGI UGI Stock Holding History

Invested 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 		$215K Buy
6,218
+71
+1% +$2.51K 0.19% 142
2026
Q1 		$224K Sell
6,147
-98
-2% -$3.69K 0.23% 122
2025
Q4 		$234K Buy
+6,245
New +$221K 0.24% 115

Other funds holding UGI

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Invested Advisors's UGI Position: Q2 2026 in Review

Invested Advisors increased its UGI (UGI) stake by 1.2% in Q2 2026, buying an estimated $2.51K and bringing the position to 6,218 shares worth $215K. The position accounts for 0.19% of the portfolio, ranked #142.

Invested Advisors first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 268 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Invested Advisors held 6,218 shares of UGI worth $215K as of Q2 2026.
  • Invested Advisors bought 71 UGI shares in Q2 2026, an estimated $2.51K.
  • UGI made up 0.19% of Invested Advisors's portfolio in Q2 2026, its #142 holding.
  • Invested Advisors first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • Invested Advisors's UGI position peaked at $234K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.