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Investors Research Corp’s UGI UGI Stock Holding History

Investors Research Corp’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 		$953K Sell
27,584
-291
-1% -$10.3K 0.17% 102
2026
Q1 		$1.02M Sell
27,875
-1,400
-5% -$52.7K 0.19% 101
2025
Q4 		$1.1M Sell
29,275
-300
-1% -$10.6K 0.2% 95
2025
Q3 		$984K Hold
29,575
– – 0.18% 114
2025
Q2 		$1.08M Hold
29,575
– – 0.21% 100
2025
Q1 		$978K Sell
29,575
-50
-0.2% -$1.58K 0.21% 108
2024
Q4 		$836K Sell
29,625
-175
-0.6% -$4.54K 0.18% 121
2024
Q3 		$746K Buy
29,800
+100
+0.3% +$2.41K 0.16% 154
2024
Q2 		$680K Hold
29,700
– – 0.16% 164
2024
Q1 		$729K Buy
29,700
+3,400
+13% +$81.7K 0.17% 155
2023
Q4 		$647K Sell
26,300
-4,800
-15% -$106K 0.16% 166
2023
Q3 		$715K Sell
31,100
-475
-2% -$11.8K 0.19% 147
2023
Q2 		$852K Sell
31,575
-175
-0.6% -$5.31K 0.21% 127
2023
Q1 		$1.1M Sell
31,750
-400
-1% -$15.2K 0.29% 90
2022
Q4 		$1.19M Sell
32,150
-350
-1% -$12.6K 0.32% 73
2022
Q3 		$1.05M Hold
32,500
– – 0.32% 70
2022
Q2 		$1.25M Sell
32,500
-200
-0.6% -$7.75K 0.38% 54
2022
Q1 		$1.18M Sell
32,700
-425
-1% -$17K 0.33% 78
2021
Q4 		$1.52M Hold
33,125
– – 0.46% 53
2021
Q3 		$1.41M Hold
33,125
– – 0.48% 54
2021
Q2 		$1.53M Hold
33,125
– – 0.53% 49
2021
Q1 		$1.36M Sell
33,125
-775
-2% -$30K 0.51% 43
2020
Q4 		$1.19M Sell
33,900
-250
-0.7% -$8.75K 0.47% 43
2020
Q3 		$1.13M Sell
34,150
-250
-0.7% -$8.29K 0.55% 30
2020
Q2 		$1.09M Buy
34,400
+19,575
+132% +$594K 0.55% 31
2020
Q1 		$395K Buy
+14,825
New +$562K 0.25% 147

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

Investors Research Corp's UGI Position: Q2 2026 in Review

Investors Research Corp reduced its UGI (UGI) stake by 1% in Q2 2026, selling an estimated $10.3K and leaving 27,584 shares worth $953K. The position accounts for 0.17% of the portfolio, ranked #102.

Investors Research Corp first reported a position in UGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.53M in Q2 2021. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Investors Research Corp held 27,584 shares of UGI worth $953K as of Q2 2026.
  • Investors Research Corp sold 291 UGI shares in Q2 2026, an estimated $10.3K.
  • UGI made up 0.17% of Investors Research Corp's portfolio in Q2 2026, its #102 holding.
  • Investors Research Corp first reported a position in UGI in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's UGI position peaked at $1.53M in Q2 2021.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.