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Vista Investment Partners’s UGI UGI Stock Holding History

Vista Investment 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
Q3 		$662K Buy
+18,564
New +$682K 0.17% 98
2025
Q4 		– Sell
-9,417
Closed -$313K – 176
2025
Q3 		$313K Sell
9,417
-531
-5% -$18.6K 0.09% 130
2025
Q2 		$362K Buy
+9,948
New +$342K 0.1% 120
2024
Q1 		– Sell
-28,361
Closed -$698K – 166
2023
Q4 		$698K Buy
+28,361
New +$626K 0.26% 87

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Vista Investment Partners's UGI Position: Q3 2026 in Review

Vista Investment Partners opened a new position in UGI (UGI) in Q3 2026: 18,564 shares worth $662K. The stake represents 0.17% of the portfolio and ranks #98 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in UGI as recently as Q3 2025.

Vista Investment Partners first reported a position in UGI in Q4 2023 and has held it in 4 quarters since. The position peaked at $698K in Q4 2023. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Vista Investment Partners held 18,564 shares of UGI worth $662K as of Q3 2026.
  • UGI was a new Vista Investment Partners position in Q3 2026.
  • UGI made up 0.17% of Vista Investment Partners's portfolio in Q3 2026, its #98 holding.
  • Vista Investment Partners first reported a position in UGI in Q4 2023 and has held it in 4 quarters since.
  • Vista Investment Partners's UGI position peaked at $698K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.