Highline Wealth Partners
UGI icon

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
Q3 		$15.1K Buy
422
+288
+215% +$10.6K ﹤0.01% 528
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Highline Wealth Partners's UGI Position: Q3 2026 in Review

Highline Wealth Partners increased its UGI (UGI) stake by 215% in Q3 2026, buying an estimated $10.6K and bringing the position to 422 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Highline Wealth Partners first reported a position in UGI in Q1 2025 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Highline Wealth Partners held 422 shares of UGI worth $15.1K as of Q3 2026.
  • Highline Wealth Partners bought 288 UGI shares in Q3 2026, an estimated $10.6K.
  • UGI made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #528 holding.
  • Highline Wealth Partners first reported a position in UGI in Q1 2025 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.