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Team Financial Group’s UGI UGI Stock Holding History

Team Financial Group’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
-43
Closed -$1.56K – 233
2026
Q1 		$1.56K Hold
43
– – ﹤0.01% 258
2025
Q4 		$1.59K Buy
43
+1
+2% +$35 ﹤0.01% 248
2025
Q3 		$1.4K Hold
42
– – ﹤0.01% 245
2025
Q2 		$1.52K Buy
+42
New +$1.45K ﹤0.01% 238
2024
Q1 		– Sell
-38
Closed -$940 – 195
2023
Q4 		$940 Hold
38
– – ﹤0.01% 195
2023
Q3 		$878 Buy
+38
New +$943 ﹤0.01% 188

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Team Financial Group's UGI Position: Q2 2026 in Review

Team Financial Group sold out of UGI (UGI) in Q2 2026, closing a stake of 43 shares — an estimated $1.56K sold.

Team Financial Group first reported a position in UGI in Q3 2023 and held it in 6 quarters. The position peaked at $1.59K in Q4 2025. 135 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Team Financial Group reported no remaining UGI position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 43 UGI shares in Q2 2026, an estimated $1.56K.
  • Team Financial Group first reported a position in UGI in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's UGI position peaked at $1.59K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.