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Highline Wealth Partners’s UGI UGI Stock Holding History

Highline 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 		$4.63K Sell
134
-95
-41% -$3.36K ﹤0.01% 877
2026
Q1 		$8.34K Buy
229
+199
+663% +$7.49K ﹤0.01% 528
2025
Q4 		$1.12K Hold
30
– – ﹤0.01% 909
2025
Q3 		$998 Hold
30
– – ﹤0.01% 926
2025
Q2 		$1.09K Hold
30
– – ﹤0.01% 712
2025
Q1 		$992 Buy
+30
New +$950 ﹤0.01% 744

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Highline Wealth Partners reduced its UGI (UGI) stake by 41% in Q2 2026, selling an estimated $3.36K and leaving 134 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Highline Wealth Partners first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.34K in Q1 2026. 91 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Highline Wealth Partners held 134 shares of UGI worth $4.63K as of Q2 2026.
  • Highline Wealth Partners sold 95 UGI shares in Q2 2026, an estimated $3.36K.
  • UGI made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #877 holding.
  • Highline Wealth Partners first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's UGI position peaked at $8.34K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.