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Stansberry Asset Management’s UGI UGI Stock Holding History

Stansberry Asset 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
2026
Q2 		$14.8M Buy
427,597
+204,544
+92% +$7.23M 1.35% 22
2026
Q1 		$8.12M Buy
223,053
+4,950
+2% +$186K 0.84% 47
2025
Q4 		$8.16M Buy
218,103
+17,084
+8% +$605K 0.83% 41
2025
Q3 		$6.69M Buy
201,019
+5,754
+3% +$201K 0.7% 54
2025
Q2 		$7.11M Buy
+195,265
New +$6.72M 0.78% 52

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

Stansberry Asset Management's UGI Position: Q2 2026 in Review

Stansberry Asset Management increased its UGI (UGI) stake by 92% in Q2 2026, buying an estimated $7.23M and bringing the position to 427,597 shares worth $14.8M. The position accounts for 1.35% of the portfolio, ranked #22.

Stansberry Asset Management first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Stansberry Asset Management held 427,597 shares of UGI worth $14.8M as of Q2 2026.
  • Stansberry Asset Management bought 204,544 UGI shares in Q2 2026, an estimated $7.23M.
  • UGI made up 1.35% of Stansberry Asset Management's portfolio in Q2 2026, its #22 holding.
  • Stansberry Asset Management first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.