Diversify Advisory Services’s Ultrapar UGP Stock Holding History

Diversify Advisory Services’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 Q3	$2.73M	Buy	+357,708	New	+$2.36M	0.04%	346

Other funds holding UGP

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Diversify Advisory Services's UGP Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Ultrapar (UGP) in Q3 2026: 357,708 shares worth $2.73M. The stake represents 0.04% of the portfolio and ranks #346 among its holdings.

29 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

Diversify Advisory Services held 357,708 shares of Ultrapar worth $2.73M as of Q3 2026.
Ultrapar was a new Diversify Advisory Services position in Q3 2026.
Ultrapar made up 0.04% of Diversify Advisory Services's portfolio in Q3 2026, its #346 holding.
29 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.