Cedar Mountain Advisors
UGI icon

Cedar Mountain Advisors’s UGI UGI Stock Holding History

Cedar Mountain Advisors’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 		$4.14K Hold
116
– – ﹤0.01% 701
2026
Q2 		$4.01K Hold
116
– – ﹤0.01% 752
2026
Q1 		$4.22K Buy
+116
New +$4.36K ﹤0.01% 706

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Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Cedar Mountain Advisors's UGI Position: Q3 2026 in Review

Cedar Mountain Advisors held its UGI (UGI) position steady in Q3 2026 at 116 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Cedar Mountain Advisors first reported a position in UGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.22K in Q1 2026. 168 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Cedar Mountain Advisors held 116 shares of UGI worth $4.14K as of Q3 2026.
  • Cedar Mountain Advisors left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #701 holding.
  • Cedar Mountain Advisors first reported a position in UGI in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's UGI position peaked at $4.22K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.