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Walsky Investment Management’s UGI UGI Stock Holding History

Walsky Investment 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 		$2.59M Sell
75,015
-250
-0.3% -$8.84K 2.41% 20
2026
Q1 		$2.74M Buy
75,265
+87
+0.1% +$3.27K 2.8% 17
2025
Q4 		$2.81M Buy
+75,178
New +$2.66M 2.87% 15

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

Walsky Investment Management's UGI Position: Q2 2026 in Review

Walsky Investment Management reduced its UGI (UGI) stake by 0.33% in Q2 2026, selling an estimated $8.84K and leaving 75,015 shares worth $2.59M. The position accounts for 2.41% of the portfolio, ranked #20.

Walsky Investment Management first reported a position in UGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q4 2025. 621 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Walsky Investment Management held 75,015 shares of UGI worth $2.59M as of Q2 2026.
  • Walsky Investment Management sold 250 UGI shares in Q2 2026, an estimated $8.84K.
  • UGI made up 2.41% of Walsky Investment Management's portfolio in Q2 2026, its #20 holding.
  • Walsky Investment Management first reported a position in UGI in Q4 2025 and has held it in 3 quarters since.
  • Walsky Investment Management's UGI position peaked at $2.81M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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