Armstrong Advisory Group’s UGI UGI Stock Holding History

Armstrong Advisory Group’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	$3.39K	Buy	98 +1	+1%	+$35	﹤0.01%	833
2026 Q1	$3.53K	Hold	97	–	–	﹤0.01%	815
2025 Q4	$3.63K	Hold	97	–	–	﹤0.01%	802
2025 Q3	$3.23K	Hold	97	–	–	﹤0.01%	815
2025 Q2	$3.53K	Hold	97	–	–	﹤0.01%	791
2025 Q1	$2.74K	Hold	97	–	–	﹤0.01%	759
2024 Q4	$2.74K	Hold	97	–	–	﹤0.01%	759
2024 Q3	$2.43K	Hold	97	–	–	﹤0.01%	721
2024 Q2	$2.22K	Hold	97	–	–	﹤0.01%	724
2024 Q1	$2.39K	Hold	97	–	–	﹤0.01%	708
2023 Q4	$2.39K	Sell	97 -115	-54%	-$2.54K	﹤0.01%	708
2023 Q3	$4.88K	Buy	212 +115	+119%	+$2.85K	﹤0.01%	688
2023 Q2	$2.62K	Hold	97	–	–	﹤0.01%	722
2023 Q1	$3.37K	Hold	97	–	–	﹤0.01%	678
2022 Q4	$3.6K	Buy	+97	New	+$3.5K	﹤0.01%	692

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armstrong Advisory Group's UGI Position: Q2 2026 in Review

Armstrong Advisory Group increased its UGI (UGI) stake by 1% in Q2 2026, buying an estimated $35 and bringing the position to 98 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Armstrong Advisory Group first reported a position in UGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88K in Q3 2023. 87 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Armstrong Advisory Group held 98 shares of UGI worth $3.39K as of Q2 2026.
Armstrong Advisory Group bought 1 UGI share in Q2 2026, an estimated $35.
UGI made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #833 holding.
Armstrong Advisory Group first reported a position in UGI in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's UGI position peaked at $4.88K in Q3 2023.
87 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.