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Sachetta’s UGI UGI Stock Holding History

Sachetta’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 		$1.73K Sell
50
-81
-62% -$2.86K ﹤0.01% 852
2026
Q1 		$4.77K Buy
131
+67
+105% +$2.52K ﹤0.01% 676
2025
Q4 		$2.4K Hold
64
– – ﹤0.01% 721
2025
Q3 		$2.13K Hold
64
– – ﹤0.01% 811
2025
Q2 		$2.33K Hold
64
– – ﹤0.01% 769
2025
Q1 		$2.12K Sell
64
-6
-9% -$190 ﹤0.01% 781
2024
Q4 		$1.98K Sell
70
-127
-64% -$3.3K ﹤0.01% 832
2024
Q3 		$4.98K Buy
197
+2
+1% +$48 ﹤0.01% 625
2024
Q2 		$4.83K Buy
195
+34
+21% +$824 ﹤0.01% 597
2024
Q1 		$4.01K Hold
161
– – ﹤0.01% 561
2023
Q4 		$4.01K Buy
+161
New +$3.55K ﹤0.01% 561

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sachetta's UGI Position: Q2 2026 in Review

Sachetta reduced its UGI (UGI) stake by 62% in Q2 2026, selling an estimated $2.86K and leaving 50 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Sachetta first reported a position in UGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.98K in Q3 2024. 89 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Sachetta held 50 shares of UGI worth $1.73K as of Q2 2026.
  • Sachetta sold 81 UGI shares in Q2 2026, an estimated $2.86K.
  • UGI made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #852 holding.
  • Sachetta first reported a position in UGI in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's UGI position peaked at $4.98K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.