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Rydar Equities’s UGI UGI Stock Holding History

Rydar Equities’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 		$429K Buy
+11,730
New +$415K 0.24% 77
2025
Q3 		– Sell
-11,284
Closed -$411K – 103
2025
Q2 		$411K Buy
+11,284
New +$388K 0.32% 67

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rydar Equities's UGI Position: Q2 2026 in Review

Rydar Equities opened a new position in UGI (UGI) in Q2 2026: 11,730 shares worth $429K. The stake represents 0.24% of the portfolio and ranks #77 among its holdings. This is a return to the name: Rydar Equities previously reported a position in UGI as recently as Q2 2025.

Rydar Equities first reported a position in UGI in Q2 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Rydar Equities held 11,730 shares of UGI worth $429K as of Q2 2026.
  • UGI was a new Rydar Equities position in Q2 2026.
  • UGI made up 0.24% of Rydar Equities's portfolio in Q2 2026, its #77 holding.
  • Rydar Equities first reported a position in UGI in Q2 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.