GI
UGI icon

GAMMA Investing’s UGI UGI Stock Holding History

GAMMA Investing’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 		$386K Buy
10,832
+1,092
+11% +$40.1K 0.01% 849
2026
Q2 		$336K Sell
9,740
-78
-0.8% -$2.76K 0.01% 884
2026
Q1 		$358K Buy
9,818
+694
+8% +$26.1K 0.02% 741
2025
Q4 		$342K Sell
9,124
-54
-0.6% -$1.91K 0.02% 700
2025
Q3 		$305K Buy
9,178
+661
+8% +$23.1K 0.02% 708
2025
Q2 		$310K Buy
8,517
+119
+1% +$4.09K 0.02% 661
2025
Q1 		$278K Buy
8,398
+573
+7% +$18.2K 0.02% 612
2024
Q4 		$221K Buy
7,825
+1,505
+24% +$39.1K 0.02% 643
2024
Q3 		$158K Buy
6,320
+3,693
+141% +$89K 0.02% 729
2024
Q2 		$60.2K Buy
2,627
+512
+24% +$12.4K 0.01% 1067
2024
Q1 		$51.9K Buy
2,115
+816
+63% +$19.6K 0.01% 1026
2023
Q4 		$28.8K Buy
+1,299
New +$28.7K 0.01% 1255

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's UGI Position: Q3 2026 in Review

GAMMA Investing increased its UGI (UGI) stake by 11% in Q3 2026, buying an estimated $40.1K and bringing the position to 10,832 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #849.

GAMMA Investing first reported a position in UGI in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • GAMMA Investing held 10,832 shares of UGI worth $386K as of Q3 2026.
  • GAMMA Investing bought 1,092 UGI shares in Q3 2026, an estimated $40.1K.
  • UGI made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #849 holding.
  • GAMMA Investing first reported a position in UGI in Q4 2023 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.