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Childress Capital Advisors’s UGI UGI Stock Holding History

Childress Capital 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
Q2 		$660K Buy
19,105
+256
+1% +$9.05K 0.11% 127
2026
Q1 		$686K Buy
18,849
+1,265
+7% +$47.6K 0.12% 121
2025
Q4 		$658K Buy
+17,584
New +$623K 0.11% 141
2021
Q1 		– Sell
-329
Closed -$12K – 901
2020
Q4 		$12K Buy
+329
New +$11.5K 0.01% 504

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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Childress Capital Advisors's UGI Position: Q2 2026 in Review

Childress Capital Advisors increased its UGI (UGI) stake by 1.4% in Q2 2026, buying an estimated $9.05K and bringing the position to 19,105 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #127.

Childress Capital Advisors first reported a position in UGI in Q4 2020 and has held it in 4 quarters since. The position peaked at $686K in Q1 2026. 151 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Childress Capital Advisors held 19,105 shares of UGI worth $660K as of Q2 2026.
  • Childress Capital Advisors bought 256 UGI shares in Q2 2026, an estimated $9.05K.
  • UGI made up 0.11% of Childress Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Childress Capital Advisors first reported a position in UGI in Q4 2020 and has held it in 4 quarters since.
  • Childress Capital Advisors's UGI position peaked at $686K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.