Pinnacle Wealth Planning Services’s UGI UGI Stock Holding History

Pinnacle Wealth Planning Services’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	$8.49K	Sell	238 -765	-76%	-$28.1K	﹤0.01%	2145
2026 Q2	$34.6K	Buy	1,003 +90	+10%	+$3.18K	﹤0.01%	1516
2026 Q1	$33.3K	Buy	913 +189	+26%	+$7.11K	﹤0.01%	1431
2025 Q4	$27.1K	Buy	+724	New	+$25.6K	﹤0.01%	1570
2021 Q1	–	Sell	-265	Closed	-$9K	–	1845
2020 Q4	$9K	Buy	+265	New	+$9.27K	﹤0.01%	1439

Other funds holding UGI

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's UGI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its UGI (UGI) stake by 76% in Q3 2026, selling an estimated $28.1K and leaving 238 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Pinnacle Wealth Planning Services first reported a position in UGI in Q4 2020 and has held it in 5 quarters since. The position peaked at $34.6K in Q2 2026. 168 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Pinnacle Wealth Planning Services held 238 shares of UGI worth $8.49K as of Q3 2026.
Pinnacle Wealth Planning Services sold 765 UGI shares in Q3 2026, an estimated $28.1K.
UGI made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2145 holding.
Pinnacle Wealth Planning Services first reported a position in UGI in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's UGI position peaked at $34.6K in Q2 2026.
168 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.