Beaird Harris Wealth Management’s UGI UGI Stock Holding History

Beaird Harris Wealth Management’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	$415	Hold	12	–	–	﹤0.01%	613
2026 Q1	$438	Sell	12 -2,250	-99%	-$84.7K	﹤0.01%	573
2025 Q4	$84.7K	Hold	2,262	–	–	0.01%	209
2025 Q3	$75.2K	Buy	2,262 +12	+0.5%	+$419	0.01%	209
2025 Q2	$81.9K	Hold	2,250	–	–	0.01%	202
2025 Q1	$74.4K	Hold	2,250	–	–	0.01%	191
2024 Q4	$63.5K	Hold	2,250	–	–	0.01%	207
2024 Q3	$56.3K	Hold	2,250	–	–	﹤0.01%	222
2024 Q2	$51.5K	Hold	2,250	–	–	﹤0.01%	219
2024 Q1	$55.2K	Hold	2,250	–	–	0.01%	196
2023 Q4	$55.4K	Hold	2,250	–	–	0.01%	177
2023 Q3	$51.8K	Hold	2,250	–	–	0.01%	170
2023 Q2	$60.7K	Hold	2,250	–	–	0.01%	163
2023 Q1	$78.2K	Sell	2,250 -57	-2%	-$2.16K	0.01%	143
2022 Q4	$85.5K	Buy	2,307 +57	+3%	+$2.06K	0.02%	143
2022 Q3	$73K	Hold	2,250	–	–	0.02%	134
2022 Q2	$87K	Hold	2,250	–	–	0.02%	106
2022 Q1	$81K	Hold	2,250	–	–	0.03%	154
2021 Q4	$103K	Buy	+2,250	New	+$100K	0.04%	159

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return