EWP
UGI icon

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
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 $4.45B 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

Elevation Wealth Partners's UGI Position: Q2 2026 in Review

Elevation Wealth Partners increased its UGI (UGI) stake by 343% in Q2 2026, buying an estimated $5.94K and bringing the position to 217 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Elevation Wealth Partners first reported a position in UGI in Q1 2023 and has held it in 4 quarters since. The position peaked at $8.2K in Q1 2023. 203 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Elevation Wealth Partners held 217 shares of UGI worth $7.5K as of Q2 2026.
  • Elevation Wealth Partners bought 168 UGI shares in Q2 2026, an estimated $5.94K.
  • UGI made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #904 holding.
  • Elevation Wealth Partners first reported a position in UGI in Q1 2023 and has held it in 4 quarters since.
  • Elevation Wealth Partners's UGI position peaked at $8.2K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.