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Partnership Wealth Management’s UGI UGI Stock Holding History

Partnership Wealth Management’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 		$241K Hold
6,750
– – 0.17% 64
2026
Q2 		$233K Hold
6,750
– – 0.16% 63
2026
Q1 		$246K Hold
6,750
– – 0.19% 61
2025
Q4 		$253K Hold
6,750
– – 0.18% 62
2025
Q3 		$225K Hold
6,750
– – 0.17% 67
2025
Q2 		$246K Hold
6,750
– – 0.2% 66
2025
Q1 		$223K Buy
+6,750
New +$214K 0.19% 69
2024
Q4 		– Sell
-6,750
Closed -$169K – 172
2024
Q3 		$169K Hold
6,750
– – 0.12% 79
2024
Q2 		$155K Hold
6,750
– – 0.11% 104
2024
Q1 		$166K Hold
6,750
– – 0.12% 108
2023
Q4 		$149K Buy
+6,750
New +$149K 0.11% 107

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

Partnership Wealth Management's UGI Position: Q3 2026 in Review

Partnership Wealth Management held its UGI (UGI) position steady in Q3 2026 at 6,750 shares worth $241K. The position accounts for 0.17% of the portfolio, ranked #64.

Partnership Wealth Management first reported a position in UGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $253K in Q4 2025. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Partnership Wealth Management held 6,750 shares of UGI worth $241K as of Q3 2026.
  • Partnership Wealth Management left its UGI share count unchanged in Q3 2026.
  • UGI made up 0.17% of Partnership Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Partnership Wealth Management first reported a position in UGI in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's UGI position peaked at $253K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.