DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s UGI UGI Stock Holding History

DiNuzzo Private Wealth’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 		$1.11K Hold
31
– – ﹤0.01% 850
2026
Q2 		$1.07K Hold
31
– – ﹤0.01% 883
2026
Q1 		$1.13K Hold
31
– – ﹤0.01% 838
2025
Q4 		$1.16K Sell
31
-3
-9% -$106 ﹤0.01% 834
2025
Q3 		$1.18K Sell
34
-5
-13% -$175 ﹤0.01% 818
2025
Q2 		$1.42K Buy
39
+7
+22% +$241 ﹤0.01% 743
2025
Q1 		$1.06K Buy
32
+3
+10% +$95 ﹤0.01% 802
2024
Q4 		$819 Sell
29
-1
-3% -$26 ﹤0.01% 914
2024
Q3 		$751 Buy
30
+2
+7% +$48 ﹤0.01% 966
2024
Q2 		$642 Buy
28
+8
+40% +$194 ﹤0.01% 952
2024
Q1 		$491 Hold
20
– – ﹤0.01% 981
2023
Q4 		$492 Buy
+20
New +$441 ﹤0.01% 989

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

DiNuzzo Private Wealth's UGI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its UGI (UGI) position steady in Q3 2026 at 31 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

DiNuzzo Private Wealth first reported a position in UGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.42K in Q2 2025. 179 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • DiNuzzo Private Wealth held 31 shares of UGI worth $1.11K as of Q3 2026.
  • DiNuzzo Private Wealth left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #850 holding.
  • DiNuzzo Private Wealth first reported a position in UGI in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's UGI position peaked at $1.42K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.