KG
UGI icon

Kilter Group’s UGI UGI Stock Holding History

Kilter Group’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 		$1.66K Hold
48
– – ﹤0.01% 1092
2026
Q1 		$1.75K Hold
48
– – ﹤0.01% 997
2025
Q4 		$1.8K Hold
48
– – ﹤0.01% 839
2025
Q3 		$1.6K Hold
48
– – ﹤0.01% 725
2025
Q2 		$1.75K Buy
+48
New +$1.65K ﹤0.01% 659

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 $3.38T AUM 44.17% 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

Kilter Group's UGI Position: Q2 2026 in Review

Kilter Group held its UGI (UGI) position steady in Q2 2026 at 48 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Kilter Group first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8K in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Kilter Group held 48 shares of UGI worth $1.66K as of Q2 2026.
  • Kilter Group left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1092 holding.
  • Kilter Group first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's UGI position peaked at $1.8K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.