Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s UGI UGI Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-4
Closed -$127 – 679
2026
Q2 		$127 Buy
+4
New +$141 ﹤0.01% 699
2025
Q4 		– Sell
-14
Closed -$466 – 721
2025
Q3 		$466 Buy
+14
New +$489 ﹤0.01% 700

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DePrince Race & Zollo Inc (DRZ)
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Private Management Group
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Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
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Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's UGI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of UGI (UGI) in Q3 2026, closing a stake of 4 shares — an estimated $127 sold.

Halbert Hargrove Global Advisors first reported a position in UGI in Q3 2025 and held it in 2 quarters. The position peaked at $466 in Q3 2025. 318 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining UGI position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 UGI shares in Q3 2026, an estimated $127.
  • Halbert Hargrove Global Advisors first reported a position in UGI in Q3 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's UGI position peaked at $466 in Q3 2025.
  • 318 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.