Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s UGI UGI Stock Holding History

Linden Thomas Advisory 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
Q3 		$239K Buy
6,705
+136
+2% +$5K 0.02% 530
2026
Q2 		$227K Buy
6,569
+148
+2% +$5.23K 0.02% 524
2026
Q1 		$234K Sell
6,421
-167
-3% -$6.28K 0.02% 509
2025
Q4 		$247K Sell
6,588
-84
-1% -$2.98K 0.03% 453
2025
Q3 		$222K Sell
6,672
-64
-1% -$2.24K 0.02% 464
2025
Q2 		$245K Sell
6,736
-2,172
-24% -$74.7K 0.03% 442
2025
Q1 		$295K Buy
8,908
+422
+5% +$13.4K 0.04% 418
2024
Q4 		$240K Sell
8,486
-391
-4% -$10.1K 0.03% 446
2024
Q3 		$222K Buy
+8,877
New +$214K 0.03% 451

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Arbejdsmarkedets Tillaegspension
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Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Linden Thomas Advisory Services's UGI Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its UGI (UGI) stake by 2.1% in Q3 2026, buying an estimated $5K and bringing the position to 6,705 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #530.

Linden Thomas Advisory Services first reported a position in UGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $295K in Q1 2025. 210 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Linden Thomas Advisory Services held 6,705 shares of UGI worth $239K as of Q3 2026.
  • Linden Thomas Advisory Services bought 136 UGI shares in Q3 2026, an estimated $5K.
  • UGI made up 0.02% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #530 holding.
  • Linden Thomas Advisory Services first reported a position in UGI in Q3 2024 and has held it in 9 quarters since.
  • Linden Thomas Advisory Services's UGI position peaked at $295K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.