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Activest Wealth Management’s UGI UGI Stock Holding History

Activest Wealth 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 		$35 Buy
+1
New +$35 ﹤0.01% 1304

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Activest Wealth Management's UGI Position: Q2 2026 in Review

Activest Wealth Management opened a new position in UGI (UGI) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

174 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Activest Wealth Management held 1 share of UGI worth $35 as of Q2 2026.
  • UGI was a new Activest Wealth Management position in Q2 2026.
  • UGI made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1304 holding.
  • 174 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.