James T. Borello RIA
UGI icon

James T. Borello RIA’s UGI UGI Stock Holding History

James T. Borello RIA’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 		$1.86K Buy
52
+1
+2% +$37 ﹤0.01% 933
2026
Q2 		$1.76K Buy
51
+48
+1,600% +$1.7K ﹤0.01% 967
2026
Q1 		$109 Hold
3
– – ﹤0.01% 1159
2025
Q4 		$112 Sell
3
-1
-25% -$35 ﹤0.01% 1072
2025
Q3 		$133 Buy
+4
New +$140 ﹤0.01% 947

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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

James T. Borello RIA's UGI Position: Q3 2026 in Review

James T. Borello RIA increased its UGI (UGI) stake by 2% in Q3 2026, buying an estimated $37 and bringing the position to 52 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

James T. Borello RIA first reported a position in UGI in Q3 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • James T. Borello RIA held 52 shares of UGI worth $1.86K as of Q3 2026.
  • James T. Borello RIA bought 1 UGI share in Q3 2026, an estimated $37.
  • UGI made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #933 holding.
  • James T. Borello RIA first reported a position in UGI in Q3 2025 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.