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Tucker Asset Management’s UGI UGI Stock Holding History

Tucker 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
Q1 		– Sell
-59
Closed -$2.21K – 989
2025
Q4 		$2.21K Buy
+59
New +$2.09K ﹤0.01% 832
2021
Q1 		– Sell
-26
Closed -$909 – 392
2020
Q4 		$909 Buy
+26
New +$910 ﹤0.01% 318

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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tucker Asset Management's UGI Position: Q1 2026 in Review

Tucker Asset Management sold out of UGI (UGI) in Q1 2026, closing a stake of 59 shares — an estimated $2.21K sold.

Tucker Asset Management first reported a position in UGI in Q4 2020 and held it in 2 quarters. The position peaked at $2.21K in Q4 2025. 597 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Tucker Asset Management reported no remaining UGI position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 59 UGI shares in Q1 2026, an estimated $2.21K.
  • Tucker Asset Management first reported a position in UGI in Q4 2020 and held it in 2 quarters.
  • Tucker Asset Management's UGI position peaked at $2.21K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.