SRL
UGI icon

Scientech Research LLC’s UGI UGI Stock Holding History

Scientech Research LLC’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
-13,162
Closed -$438K – 812
2025
Q3 		$438K Sell
13,162
-136
-1% -$4.75K 0.15% 287
2025
Q2 		$484K Sell
13,298
-2,305
-15% -$79.3K 0.12% 347
2025
Q1 		$516K Buy
+15,603
New +$494K 0.14% 320
2024
Q4 		– Sell
-11,965
Closed -$299K – 856
2024
Q3 		$299K Sell
11,965
-48,065
-80% -$1.16M 0.06% 484
2024
Q2 		$1.37M Buy
+60,030
New +$1.45M 0.28% 111

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Scientech Research LLC's UGI Position: Q4 2025 in Review

Scientech Research LLC sold out of UGI (UGI) in Q4 2025, closing a stake of 13,162 shares — an estimated $438K sold.

Scientech Research LLC first reported a position in UGI in Q2 2024 and held it in 5 quarters. The position peaked at $1.37M in Q2 2024. 613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

  • Scientech Research LLC reported no remaining UGI position as of Q4 2025 after selling out during the quarter.
  • Scientech Research LLC sold 13,162 UGI shares in Q4 2025, an estimated $438K.
  • Scientech Research LLC first reported a position in UGI in Q2 2024 and held it in 5 quarters.
  • Scientech Research LLC's UGI position peaked at $1.37M in Q2 2024.
  • 613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

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