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Nilsine Partners’s UGI UGI Stock Holding History

Nilsine 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
Q2 		$907K Buy
26,254
+1,200
+5% +$42.4K 0.06% 242
2026
Q1 		$933K Buy
25,054
+3,157
+14% +$119K 0.07% 218
2025
Q4 		$820K Buy
21,897
+1,219
+6% +$43.2K 0.07% 227
2025
Q3 		$688K Buy
20,678
+1,740
+9% +$60.8K 0.06% 246
2025
Q2 		$690K Buy
18,938
+931
+5% +$32K 0.07% 229
2025
Q1 		$595K Sell
18,007
-311
-2% -$9.85K 0.07% 220
2024
Q4 		$517K Buy
18,318
+2,646
+17% +$68.7K 0.06% 253
2024
Q3 		$392K Buy
+15,672
New +$378K 0.05% 252

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

Nilsine Partners's UGI Position: Q2 2026 in Review

Nilsine Partners increased its UGI (UGI) stake by 4.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 26,254 shares worth $907K. The position accounts for 0.06% of the portfolio, ranked #242.

Nilsine Partners first reported a position in UGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $933K in Q1 2026. 135 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Nilsine Partners held 26,254 shares of UGI worth $907K as of Q2 2026.
  • Nilsine Partners bought 1,200 UGI shares in Q2 2026, an estimated $42.4K.
  • UGI made up 0.06% of Nilsine Partners's portfolio in Q2 2026, its #242 holding.
  • Nilsine Partners first reported a position in UGI in Q3 2024 and has held it in 8 quarters since.
  • Nilsine Partners's UGI position peaked at $933K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.