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 Q3	$3.53K	Buy	99 +1	+1%	+$37	﹤0.01%	841
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Armstrong Advisory Group's UGI Position: Q3 2026 in Review

Armstrong Advisory Group increased its UGI (UGI) stake by 1% in Q3 2026, buying an estimated $37 and bringing the position to 99 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Armstrong Advisory Group first reported a position in UGI in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.88K in Q3 2023. 168 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Armstrong Advisory Group held 99 shares of UGI worth $3.53K as of Q3 2026.
Armstrong Advisory Group bought 1 UGI share in Q3 2026, an estimated $37.
UGI made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #841 holding.
Armstrong Advisory Group first reported a position in UGI in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's UGI position peaked at $4.88K in Q3 2023.
168 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.