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Cromwell Holdings’s UGI UGI Stock Holding History

Cromwell Holdings’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 		$1.57K Buy
45
+16
+55% +$566 ﹤0.01% 903
2026
Q1 		$1.07K Hold
29
– – ﹤0.01% 839
2025
Q4 		$1.1K Hold
29
– – ﹤0.01% 806
2025
Q3 		$976 Hold
29
– – ﹤0.01% 836
2025
Q2 		$1.06K Buy
+29
New +$997 ﹤0.01% 800

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's UGI Position: Q2 2026 in Review

Cromwell Holdings increased its UGI (UGI) stake by 55% in Q2 2026, buying an estimated $566 and bringing the position to 45 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Cromwell Holdings first reported a position in UGI in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Cromwell Holdings held 45 shares of UGI worth $1.57K as of Q2 2026.
  • Cromwell Holdings bought 16 UGI shares in Q2 2026, an estimated $566.
  • UGI made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #903 holding.
  • Cromwell Holdings first reported a position in UGI in Q2 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.