West Financial Advisors’s UGI UGI Stock Holding History

West Financial Advisors’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	$3.64K	Buy	105 +1	+1%	+$35	﹤0.01%	156
2026 Q1	$3.8K	Buy	104 +1	+1%	+$38	﹤0.01%	152
2025 Q4	$3.87K	Buy	103 +1	+1%	+$35	﹤0.01%	183
2025 Q3	$3.4K	Buy	102 +1	+1%	+$35	﹤0.01%	156
2025 Q2	$3.68K	Buy	101 +1	+1%	+$34	﹤0.01%	170
2025 Q1	$3.31K	Buy	+100	New	+$3.17K	﹤0.01%	168

Other funds holding UGI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return