Curated Wealth Partners’s UGI UGI Stock Holding History

Curated Wealth Partners’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	$268K	Buy	+24,051	New	+$850K	0.03%	439

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

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Curated Wealth Partners's UGI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in UGI (UGI) in Q2 2026: 24,051 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings.

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

Curated Wealth Partners held 24,051 shares of UGI worth $268K as of Q2 2026.
UGI was a new Curated Wealth Partners position in Q2 2026.
UGI made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #439 holding.
172 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.