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Principal Street Partners’s UGI UGI Stock Holding History

Principal Street Partners’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 		$5.72M Buy
165,519
+1,135
+0.7% +$40.1K 0.84% 54
2026
Q1 		$5.99M Sell
164,384
-1,786
-1% -$67.2K 0.98% 48
2025
Q4 		$6.22M Buy
166,170
+3,572
+2% +$127K 1.05% 43
2025
Q3 		$5.41M Buy
+162,598
New +$5.68M 0.86% 51

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

Principal Street Partners's UGI Position: Q2 2026 in Review

Principal Street Partners increased its UGI (UGI) stake by 0.69% in Q2 2026, buying an estimated $40.1K and bringing the position to 165,519 shares worth $5.72M. The position accounts for 0.84% of the portfolio, ranked #54.

Principal Street Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.22M in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Principal Street Partners held 165,519 shares of UGI worth $5.72M as of Q2 2026.
  • Principal Street Partners bought 1,135 UGI shares in Q2 2026, an estimated $40.1K.
  • UGI made up 0.84% of Principal Street Partners's portfolio in Q2 2026, its #54 holding.
  • Principal Street Partners first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Principal Street Partners's UGI position peaked at $6.22M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.