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Leuthold Group’s UGI UGI Stock Holding History

Leuthold 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
Q1 		$338K Sell
9,276
-277
-3% -$10.4K 0.04% 190
2025
Q4 		$358K Buy
9,553
+99
+1% +$3.51K 0.04% 181
2025
Q3 		$314K Sell
9,454
-95,761
-91% -$3.35M 0.03% 177
2025
Q2 		$3.83M Buy
105,215
+11,827
+13% +$407K 0.46% 79
2025
Q1 		$3.09M Buy
+93,388
New +$2.96M 0.4% 97
2015
Q1 		– Sell
-39,460
Closed -$1.5M – 219
2014
Q4 		$1.5M Sell
39,460
-4,440
-10% -$164K 0.15% 167
2014
Q3 		$1.5M Buy
+43,900
New +$1.49M 0.14% 171

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leuthold Group's UGI Position: Q1 2026 in Review

Leuthold Group reduced its UGI (UGI) stake by 2.9% in Q1 2026, selling an estimated $10.4K and leaving 9,276 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #190.

Leuthold Group first reported a position in UGI in Q3 2014 and has held it in 7 quarters since. The position peaked at $3.83M in Q2 2025. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Leuthold Group held 9,276 shares of UGI worth $338K as of Q1 2026.
  • Leuthold Group sold 277 UGI shares in Q1 2026, an estimated $10.4K.
  • UGI made up 0.04% of Leuthold Group's portfolio in Q1 2026, its #190 holding.
  • Leuthold Group first reported a position in UGI in Q3 2014 and has held it in 7 quarters since.
  • Leuthold Group's UGI position peaked at $3.83M in Q2 2025.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.