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Loudon Investment Management’s UGI UGI Stock Holding History

Loudon Investment Management’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 		$903K Sell
26,145
-3,140
-11% -$111K 0.44% 55
2026
Q1 		$1.07M Sell
29,285
-6,300
-18% -$237K 0.57% 45
2025
Q4 		$1.33M Sell
35,585
-11,350
-24% -$402K 0.7% 40
2025
Q3 		$1.56M Sell
46,935
-6,170
-12% -$216K 0.82% 37
2025
Q2 		$1.93M Hold
53,105
– – 1.07% 32
2025
Q1 		$1.76M Buy
+53,105
New +$1.68M 1% 33

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

Loudon Investment Management's UGI Position: Q2 2026 in Review

Loudon Investment Management reduced its UGI (UGI) stake by 11% in Q2 2026, selling an estimated $111K and leaving 26,145 shares worth $903K. The position accounts for 0.44% of the portfolio, ranked #55.

Loudon Investment Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q2 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Loudon Investment Management held 26,145 shares of UGI worth $903K as of Q2 2026.
  • Loudon Investment Management sold 3,140 UGI shares in Q2 2026, an estimated $111K.
  • UGI made up 0.44% of Loudon Investment Management's portfolio in Q2 2026, its #55 holding.
  • Loudon Investment Management first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • Loudon Investment Management's UGI position peaked at $1.93M in Q2 2025.
  • 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.