Miller Global Investments’s UGI UGI Stock Holding History

Miller Global Investments’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	$79.8K	Buy	+2,238	New	+$82.2K	0.06%	180

Other funds holding UGI

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Miller Global Investments's UGI Position: Q3 2026 in Review

Miller Global Investments opened a new position in UGI (UGI) in Q3 2026: 2,238 shares worth $79.8K. The stake represents 0.06% of the portfolio and ranks #180 among its holdings.

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

Miller Global Investments held 2,238 shares of UGI worth $79.8K as of Q3 2026.
UGI was a new Miller Global Investments position in Q3 2026.
UGI made up 0.06% of Miller Global Investments's portfolio in Q3 2026, its #180 holding.
17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Miller Global Investments's 13F filing for Q3 2026, filed 2 Oct 2026.