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Physician Wealth Advisors’s UGI UGI Stock Holding History

Physician Wealth Advisors’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 		$1.55K Hold
45
– – ﹤0.01% 1615
2026
Q1 		$1.64K Hold
45
– – ﹤0.01% 1436
2025
Q4 		$1.69K Buy
45
+15
+50% +$531 ﹤0.01% 1365
2025
Q3 		$998 Buy
+30
New +$1.05K ﹤0.01% 1581

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Physician Wealth Advisors's UGI Position: Q2 2026 in Review

Physician Wealth Advisors held its UGI (UGI) position steady in Q2 2026 at 45 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Physician Wealth Advisors first reported a position in UGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.69K in Q4 2025. 107 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Physician Wealth Advisors held 45 shares of UGI worth $1.55K as of Q2 2026.
  • Physician Wealth Advisors left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1615 holding.
  • Physician Wealth Advisors first reported a position in UGI in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's UGI position peaked at $1.69K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.