American Capital Advisory’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Other funds holding UGI
SCM
American Capital Advisory's UGI Position: Q2 2026 in Review
American Capital Advisory increased its UGI (UGI) stake by 133% in Q2 2026, buying an estimated $141 and bringing the position to 7 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1053.
American Capital Advisory first reported a position in UGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $265 in Q1 2025. 623 funds tracked by Wall St. Rank hold UGI as of Q2 2026.
- American Capital Advisory held 7 shares of UGI worth $242 as of Q2 2026.
- American Capital Advisory bought 4 UGI shares in Q2 2026, an estimated $141.
- UGI made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1053 holding.
- American Capital Advisory first reported a position in UGI in Q1 2025 and has held it in 5 quarters since.
- American Capital Advisory's UGI position peaked at $265 in Q1 2025.
- 623 funds tracked by Wall St. Rank held UGI as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.