EWP
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Elevation Wealth Partners’s UGI UGI Stock Holding History

Elevation 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
Q3 		$10.3K Buy
290
+73
+34% +$2.68K ﹤0.01% 879
2026
Q2 		$7.5K Buy
217
+168
+343% +$5.94K ﹤0.01% 904
2026
Q1 		$1.78K Buy
+49
New +$1.84K ﹤0.01% 928
2023
Q3 		– Sell
-236
Closed -$6.37K – 364
2023
Q2 		$6.37K Hold
236
– – 0.01% 273
2023
Q1 		$8.2K Buy
+236
New +$8.95K 0.01% 270

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Elevation Wealth Partners's UGI Position: Q3 2026 in Review

Elevation Wealth Partners increased its UGI (UGI) stake by 34% in Q3 2026, buying an estimated $2.68K and bringing the position to 290 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Elevation Wealth Partners first reported a position in UGI in Q1 2023 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Elevation Wealth Partners held 290 shares of UGI worth $10.3K as of Q3 2026.
  • Elevation Wealth Partners bought 73 UGI shares in Q3 2026, an estimated $2.68K.
  • UGI made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #879 holding.
  • Elevation Wealth Partners first reported a position in UGI in Q1 2023 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.