IRP
UGI icon

Investment Research Partners’s UGI UGI Stock Holding History

Investment Research 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
2026
Q2 		$419K Buy
12,129
+2,622
+28% +$92.7K 0.14% 168
2026
Q1 		$346K Sell
9,507
-119
-1% -$4.48K 0.14% 163
2025
Q4 		$360K Sell
9,626
-159
-2% -$5.63K 0.15% 156
2025
Q3 		$325K Buy
+9,785
New +$342K 0.15% 162

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Investment Research Partners's UGI Position: Q2 2026 in Review

Investment Research Partners increased its UGI (UGI) stake by 28% in Q2 2026, buying an estimated $92.7K and bringing the position to 12,129 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #168.

Investment Research Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Investment Research Partners held 12,129 shares of UGI worth $419K as of Q2 2026.
  • Investment Research Partners bought 2,622 UGI shares in Q2 2026, an estimated $92.7K.
  • UGI made up 0.14% of Investment Research Partners's portfolio in Q2 2026, its #168 holding.
  • Investment Research Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.