Wolverine Asset Management’s UGI UGI Stock Holding History

Wolverine 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	–	Sell	-25,087	Closed	-$914K	–	1880
2026 Q1	$914K	Sell	25,087 -2,000	-7%	-$75.3K	0.01%	803
2025 Q4	$1.01M	Buy	+27,087	New	+$959K	0.01%	782
2025 Q3	–	Sell	-18,964	Closed	-$663K	–	1835
2025 Q2	$691K	Buy	18,964 +181	+1%	+$6.23K	0.01%	804
2025 Q1	$621K	Buy	+18,783	New	+$595K	0.01%	807
2022 Q3	–	Sell	-1,013	Closed	-$39K	–	2515
2022 Q2	$39K	Sell	1,013 -40,541	-98%	-$1.57M	﹤0.01%	1639
2022 Q1	$1.5M	Buy	+41,554	New	+$1.66M	0.01%	610

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wolverine Asset Management sold out of UGI (UGI) in Q2 2026, closing a stake of 25,087 shares — an estimated $914K sold.

Wolverine Asset Management first reported a position in UGI in Q1 2022 and held it in 6 quarters. The position peaked at $1.5M in Q1 2022. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Wolverine Asset Management reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
Wolverine Asset Management sold 25,087 UGI shares in Q2 2026, an estimated $914K.
Wolverine Asset Management first reported a position in UGI in Q1 2022 and held it in 6 quarters.
Wolverine Asset Management's UGI position peaked at $1.5M in Q1 2022.
623 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.