Olympiad Research’s UGI UGI Stock Holding History

Olympiad Research’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
2025 Q4	–	Sell	-8,767	Closed	-$292K	–	231
2025 Q3	$292K	Buy	+8,767	New	+$306K	0.41%	83

Other funds holding UGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Olympiad Research's UGI Position: Q4 2025 in Review

Olympiad Research sold out of UGI (UGI) in Q4 2025, closing a stake of 8,767 shares — an estimated $292K sold.

Olympiad Research first reported a position in UGI in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 611 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

Olympiad Research reported no remaining UGI position as of Q4 2025 after selling out during the quarter.
Olympiad Research sold 8,767 UGI shares in Q4 2025, an estimated $292K.
Olympiad Research first reported a position in UGI in Q3 2025 and held it in 1 quarter.
Olympiad Research's UGI position peaked at $292K in Q3 2025.
611 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on Olympiad Research's 13F filing for Q4 2025, filed 17 Feb 2026.