RE
UGI icon

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
Q3 		$430K Buy
11,735
+5
+0% +$184 0.22% 74
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Rydar Equities's UGI Position: Q3 2026 in Review

Rydar Equities increased its UGI (UGI) stake by 0.04% in Q3 2026, buying an estimated $184 and bringing the position to 11,735 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #74.

Rydar Equities first reported a position in UGI in Q2 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Rydar Equities held 11,735 shares of UGI worth $430K as of Q3 2026.
  • Rydar Equities bought 5 UGI shares in Q3 2026, an estimated $184.
  • UGI made up 0.22% of Rydar Equities's portfolio in Q3 2026, its #74 holding.
  • Rydar Equities first reported a position in UGI in Q2 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.