Lido Advisors
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Lido Advisors’s UGI UGI Stock Holding History

Lido 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 		– Sell
-7,340
Closed -$270K – 2272
2026
Q1 		$270K Buy
+7,340
New +$276K ﹤0.01% 1620
2024
Q3 		– Sell
-40,203
Closed -$936K – 1559
2024
Q2 		$936K Buy
40,203
+12,193
+44% +$295K 0.01% 685
2024
Q1 		$698K Buy
+28,010
New +$673K ﹤0.01% 779
2023
Q3 		– Sell
-42,218
Closed -$1.14M – 1318
2023
Q2 		$1.14M Buy
42,218
+5,405
+15% +$164K 0.01% 489
2023
Q1 		$1.28M Buy
+36,813
New +$1.4M 0.01% 424
2022
Q3 		– Sell
-22,551
Closed -$870K – 1038
2022
Q2 		$870K Buy
22,551
+6,842
+44% +$265K 0.01% 382
2022
Q1 		$568K Buy
+15,709
New +$628K 0.01% 565

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

Lido Advisors's UGI Position: Q2 2026 in Review

Lido Advisors sold out of UGI (UGI) in Q2 2026, closing a stake of 7,340 shares — an estimated $270K sold.

Lido Advisors first reported a position in UGI in Q1 2022 and held it in 7 quarters. The position peaked at $1.28M in Q1 2023. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Lido Advisors reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 7,340 UGI shares in Q2 2026, an estimated $270K.
  • Lido Advisors first reported a position in UGI in Q1 2022 and held it in 7 quarters.
  • Lido Advisors's UGI position peaked at $1.28M in Q1 2023.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.