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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
Q3 		$641K Buy
17,478
+98
+0.6% +$3.6K 0.01% 463
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 $4.04B AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Apella Capital's UGI Position: Q3 2026 in Review

Apella Capital increased its UGI (UGI) stake by 0.56% in Q3 2026, buying an estimated $3.6K and bringing the position to 17,478 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #463.

Apella Capital first reported a position in UGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $659K in Q4 2025. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Apella Capital held 17,478 shares of UGI worth $641K as of Q3 2026.
  • Apella Capital bought 98 UGI shares in Q3 2026, an estimated $3.6K.
  • UGI made up 0.01% of Apella Capital's portfolio in Q3 2026, its #463 holding.
  • Apella Capital first reported a position in UGI in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's UGI position peaked at $659K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.