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Hughes Financial Services’s UGI UGI Stock Holding History

Hughes Financial Services’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 		$1.07K Buy
31
+10
+48% +$353 ﹤0.01% 900
2026
Q1 		$765 Hold
21
– – ﹤0.01% 831
2025
Q4 		$786 Hold
21
– – ﹤0.01% 790
2025
Q3 		$719 Hold
21
– – ﹤0.01% 809
2025
Q2 		$760 Hold
21
– – ﹤0.01% 781
2025
Q1 		$704 Buy
+21
New +$665 ﹤0.01% 759

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Hughes Financial Services's UGI Position: Q2 2026 in Review

Hughes Financial Services increased its UGI (UGI) stake by 48% in Q2 2026, buying an estimated $353 and bringing the position to 31 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Hughes Financial Services first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Hughes Financial Services held 31 shares of UGI worth $1.07K as of Q2 2026.
  • Hughes Financial Services bought 10 UGI shares in Q2 2026, an estimated $353.
  • UGI made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #900 holding.
  • Hughes Financial Services first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.