Burns Matteson Capital Management’s Ultrapar UGP Stock Holding History

Burns Matteson Capital Management’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Buy	+93,771	New	+$516K	0.15%	120

Other funds holding UGP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burns Matteson Capital Management's UGP Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Ultrapar (UGP) in Q2 2026: 93,771 shares worth $471K. The stake represents 0.15% of the portfolio and ranks #120 among its holdings.

16 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Burns Matteson Capital Management held 93,771 shares of Ultrapar worth $471K as of Q2 2026.
Ultrapar was a new Burns Matteson Capital Management position in Q2 2026.
Ultrapar made up 0.15% of Burns Matteson Capital Management's portfolio in Q2 2026, its #120 holding.
16 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.