Ares Financial Consulting
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Ares Financial Consulting’s UGI UGI Stock Holding History

Ares Financial Consulting’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 		$4.89K Hold
137
– – ﹤0.01% 702
2026
Q2 		$4.73K Hold
137
– – ﹤0.01% 721
2026
Q1 		$4.94K Hold
137
– – ﹤0.01% 681
2025
Q4 		$5.13K Buy
+137
New +$4.85K ﹤0.01% 481

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Ares Financial Consulting's UGI Position: Q3 2026 in Review

Ares Financial Consulting held its UGI (UGI) position steady in Q3 2026 at 137 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Ares Financial Consulting first reported a position in UGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.13K in Q4 2025. 380 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Ares Financial Consulting held 137 shares of UGI worth $4.89K as of Q3 2026.
  • Ares Financial Consulting left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #702 holding.
  • Ares Financial Consulting first reported a position in UGI in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's UGI position peaked at $5.13K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.