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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
Q2 		$262 Buy
+8
New +$283 ﹤0.01% 421

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Decker Retirement Planning's UGI Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in UGI (UGI) in Q2 2026: 8 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

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

  • Decker Retirement Planning held 8 shares of UGI worth $262 as of Q2 2026.
  • UGI was a new Decker Retirement Planning position in Q2 2026.
  • UGI made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #421 holding.
  • 189 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.