Diversify Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Other funds holding UGI
SCM
Diversify Advisory Services's UGI Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in UGI (UGI) in Q2 2026: 9,840 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UGI as recently as Q1 2025.
Diversify Advisory Services first reported a position in UGI in Q1 2025 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.
- Diversify Advisory Services held 9,840 shares of UGI worth $363K as of Q2 2026.
- UGI was a new Diversify Advisory Services position in Q2 2026.
- UGI made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #990 holding.
- Diversify Advisory Services first reported a position in UGI in Q1 2025 and has held it in 2 quarters since.
- 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.