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Paladin Partners’s UGI UGI Stock Holding History

Paladin 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
Q3 		$4.64K Hold
130
– – ﹤0.01% 148
2026
Q2 		$4.49K Hold
130
– – ﹤0.01% 161
2026
Q1 		$4.74K Hold
130
– – ﹤0.01% 159
2025
Q4 		$4.87K Buy
+130
New +$4.6K ﹤0.01% 156

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Paladin Partners's UGI Position: Q3 2026 in Review

Paladin Partners held its UGI (UGI) position steady in Q3 2026 at 130 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Paladin Partners first reported a position in UGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.87K in Q4 2025. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Paladin Partners held 130 shares of UGI worth $4.64K as of Q3 2026.
  • Paladin Partners left its UGI share count unchanged in Q3 2026.
  • UGI made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #148 holding.
  • Paladin Partners first reported a position in UGI in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's UGI position peaked at $4.87K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.