QPBE
UGI icon

Quintet Private Bank (Europe)’s UGI UGI Stock Holding History

Quintet Private Bank (Europe)’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 		$107K Buy
3,000
+1,500
+100% +$55.1K ﹤0.01% 128
2026
Q2 		$51.8K Buy
+1,500
New +$53K ﹤0.01% 140
2026
Q1 		– Sell
-1,880
Closed -$70.4K – 208
2025
Q4 		$70.4K Hold
1,880
– – ﹤0.01% 138
2025
Q3 		$62.5K Hold
1,880
– – ﹤0.01% 145
2025
Q2 		$68.5K Hold
1,880
– – ﹤0.01% 136
2025
Q1 		$62.2K Buy
1,880
+380
+25% +$12K ﹤0.01% 139
2024
Q4 		$42.3K Buy
+1,500
New +$38.9K ﹤0.01% 158

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Quintet Private Bank (Europe)'s UGI Position: Q3 2026 in Review

Quintet Private Bank (Europe) increased its UGI (UGI) stake by 100% in Q3 2026, buying an estimated $55.1K and bringing the position to 3,000 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Quintet Private Bank (Europe) first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Quintet Private Bank (Europe) held 3,000 shares of UGI worth $107K as of Q3 2026.
  • Quintet Private Bank (Europe) bought 1,500 UGI shares in Q3 2026, an estimated $55.1K.
  • UGI made up ﹤0.01% of Quintet Private Bank (Europe)'s portfolio in Q3 2026, its #128 holding.
  • Quintet Private Bank (Europe) first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Quintet Private Bank (Europe)'s 13F filing for Q3 2026, filed 8 Oct 2026.