Decker Retirement Planning
UGI icon

Decker Retirement Planning’s UGI UGI Stock Holding History

Decker Retirement Planning’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 		$270 Hold
8
– – ﹤0.01% 329
2026
Q2 		$262 Buy
+8
New +$283 ﹤0.01% 421

Other funds holding UGI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
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
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Decker Retirement Planning's UGI Position: Q3 2026 in Review

Decker Retirement Planning held its UGI (UGI) position steady in Q3 2026 at 8 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Decker Retirement Planning first reported a position in UGI in Q2 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Decker Retirement Planning held 8 shares of UGI worth $270 as of Q3 2026.
  • Decker Retirement Planning left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #329 holding.
  • Decker Retirement Planning first reported a position in UGI in Q2 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.