Wedmont Private Capital’s UGI UGI Stock Holding History

Wedmont Private Capital’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	$398K	Buy	+10,764	New	+$395K	0.01%	667

Other funds holding UGI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wedmont Private Capital's UGI Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in UGI (UGI) in Q3 2026: 10,764 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings.

20 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

Wedmont Private Capital held 10,764 shares of UGI worth $398K as of Q3 2026.
UGI was a new Wedmont Private Capital position in Q3 2026.
UGI made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #667 holding.
20 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.