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Harrell Investment Partners’s UGI UGI Stock Holding History

Harrell Investment 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 		$532K Buy
15,415
+2,802
+22% +$99K 0.12% 110
2026
Q1 		$459K Buy
+12,613
New +$475K 0.11% 111

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
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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Harrell Investment Partners's UGI Position: Q2 2026 in Review

Harrell Investment Partners increased its UGI (UGI) stake by 22% in Q2 2026, buying an estimated $99K and bringing the position to 15,415 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #110.

Harrell Investment Partners first reported a position in UGI in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Harrell Investment Partners held 15,415 shares of UGI worth $532K as of Q2 2026.
  • Harrell Investment Partners bought 2,802 UGI shares in Q2 2026, an estimated $99K.
  • UGI made up 0.12% of Harrell Investment Partners's portfolio in Q2 2026, its #110 holding.
  • Harrell Investment Partners first reported a position in UGI in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.