Farther Finance Advisors
UGP icon

Farther Finance Advisors’s Ultrapar UGP Stock Holding History

Farther Finance Advisors’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 		$69K Sell
9,426
-2,251
-19% -$14.8K ﹤0.01% 3152
2026
Q2 		$58.6K Buy
11,677
+3,512
+43% +$19.3K ﹤0.01% 3121
2026
Q1 		$45.9K Buy
8,165
+1,325
+19% +$6.41K ﹤0.01% 3050
2025
Q4 		$25.8K Buy
6,840
+1,081
+19% +$4.28K ﹤0.01% 3267
2025
Q3 		$23.6K Buy
5,759
+82
+1% +$279 ﹤0.01% 2924
2025
Q2 		$18.6K Buy
5,677
+248
+5% +$752 ﹤0.01% 2725
2025
Q1 		$16.8K Buy
5,429
+3,016
+125% +$8.64K ﹤0.01% 2468
2024
Q4 		$6.35K Buy
2,413
+49
+2% +$162 ﹤0.01% 2563
2024
Q3 		$9.17K Hold
2,364
– – ﹤0.01% 2404
2024
Q2 		$9.13K Sell
2,364
-131
-5% -$629 ﹤0.01% 2120
2024
Q1 		$13.9K Buy
2,495
+131
+6% +$756 ﹤0.01% 1624
2023
Q4 		$12.8K Buy
+2,364
New +$10.9K ﹤0.01% 1502

Other funds holding UGP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's UGP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Ultrapar (UGP) stake by 19% in Q3 2026, selling an estimated $14.8K and leaving 9,426 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Farther Finance Advisors first reported a position in UGP in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • Farther Finance Advisors held 9,426 shares of Ultrapar worth $69K as of Q3 2026.
  • Farther Finance Advisors sold 2,251 Ultrapar shares in Q3 2026, an estimated $14.8K.
  • Ultrapar made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3152 holding.
  • Farther Finance Advisors first reported a position in Ultrapar in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.