Creative Capital Management Investments’s UGI UGI Stock Holding History

Creative Capital Management Investments’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	$1.42K	Buy	+41	New	+$1.45K	﹤0.01%	971

Other funds holding UGI

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

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

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

Creative Capital Management Investments's UGI Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in UGI (UGI) in Q2 2026: 41 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

135 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

Creative Capital Management Investments held 41 shares of UGI worth $1.42K as of Q2 2026.
UGI was a new Creative Capital Management Investments position in Q2 2026.
UGI made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #971 holding.
135 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.