Red Door Wealth Management’s UGI UGI Stock Holding History

Red Door 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 Q2	$241K	Hold	6,966	–	–	0.02%	290
2026 Q1	$254K	Hold	6,966	–	–	0.03%	249
2025 Q4	$261K	Hold	6,966	–	–	0.03%	247
2025 Q3	$232K	Hold	6,966	–	–	0.02%	260
2025 Q2	$254K	Hold	6,966	–	–	0.03%	232
2025 Q1	$230K	Buy	+6,966	New	+$221K	0.03%	210
2021 Q3	–	Sell	-571	Closed	-$26K	–	579
2021 Q2	$26K	Buy	+571	New	+$25.7K	0.01%	323

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return