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Root Financial Partners’s UGI UGI Stock Holding History

Root Financial Partners’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 		– Sell
-812
Closed -$29.6K – 3014
2026
Q1 		$29.6K Buy
812
+104
+15% +$3.91K ﹤0.01% 1125
2025
Q4 		$26.5K Buy
708
+49
+7% +$1.74K ﹤0.01% 1025
2025
Q3 		$21.9K Buy
+659
New +$23K ﹤0.01% 1071

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's UGI Position: Q2 2026 in Review

Root Financial Partners sold out of UGI (UGI) in Q2 2026, closing a stake of 812 shares — an estimated $29.6K sold.

Root Financial Partners first reported a position in UGI in Q3 2025 and held it in 3 quarters. The position peaked at $29.6K in Q1 2026. 192 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Root Financial Partners reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 812 UGI shares in Q2 2026, an estimated $29.6K.
  • Root Financial Partners first reported a position in UGI in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's UGI position peaked at $29.6K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.