Meriwether Wealth & Planning’s UGI UGI Stock Holding History

Meriwether Wealth & Planning’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	$7.67K	Buy	+215	New	+$7.9K	﹤0.01%	459

Other funds holding UGI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Meriwether Wealth & Planning's UGI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in UGI (UGI) in Q3 2026: 215 shares worth $7.67K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

184 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Meriwether Wealth & Planning held 215 shares of UGI worth $7.67K as of Q3 2026.
UGI was a new Meriwether Wealth & Planning position in Q3 2026.
UGI made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #459 holding.
184 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.