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Apella Capital’s UGI UGI Stock Holding History

Apella Capital’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 		$613K Buy
17,380
+158
+0.9% +$5.58K 0.01% 438
2026
Q1 		$633K Sell
17,222
-390
-2% -$14.7K 0.01% 419
2025
Q4 		$659K Buy
17,612
+4
+0% +$142 0.01% 318
2025
Q3 		$566K Buy
17,608
+183
+1% +$6.4K 0.01% 309
2025
Q2 		$615K Buy
17,425
+143
+0.8% +$4.92K 0.02% 272
2025
Q1 		$540K Buy
+17,282
New +$548K 0.02% 246

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apella Capital's UGI Position: Q2 2026 in Review

Apella Capital increased its UGI (UGI) stake by 0.92% in Q2 2026, buying an estimated $5.58K and bringing the position to 17,380 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #438.

Apella Capital first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $659K in Q4 2025. 264 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Apella Capital held 17,380 shares of UGI worth $613K as of Q2 2026.
  • Apella Capital bought 158 UGI shares in Q2 2026, an estimated $5.58K.
  • UGI made up 0.01% of Apella Capital's portfolio in Q2 2026, its #438 holding.
  • Apella Capital first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's UGI position peaked at $659K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.