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Needham Investment Management’s UGI UGI Stock Holding History

Needham 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
2019
Q4 		– Sell
-10,000
Closed -$503K – 100
2019
Q3 		$503K Buy
+10,000
New +$500K 0.16% 67

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

Needham Investment Management's UGI Position: Q1 2026 in Review

Needham Investment Management held its UGI (UGI) position steady in Q1 2026 at 10,000 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #161.

Needham Investment Management first reported a position in UGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $772K in Q2 2022. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Needham Investment Management held 10,000 shares of UGI worth $364K as of Q1 2026.
  • Needham Investment Management left its UGI share count unchanged in Q1 2026.
  • UGI made up 0.02% of Needham Investment Management's portfolio in Q1 2026, its #161 holding.
  • Needham Investment Management first reported a position in UGI in Q4 2019 and has held it in 26 quarters since.
  • Needham Investment Management's UGI position peaked at $772K in Q2 2022.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.