GAMMA Investing’s Ultrapar UGP Stock Holding History

GAMMA Investing’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	$83.9K	Sell	16,718 -5	-0%	-$28	﹤0.01%	1934
2026 Q1	$92.1K	Buy	16,723 +346	+2%	+$1.67K	﹤0.01%	1748
2025 Q4	$61.7K	Buy	16,377 +373	+2%	+$1.48K	﹤0.01%	1924
2025 Q3	$65.6K	Sell	16,004 -2,216	-12%	-$7.53K	﹤0.01%	1812
2025 Q2	$59.8K	Buy	18,220 +807	+5%	+$2.45K	﹤0.01%	1815
2025 Q1	$53.6K	Buy	17,413 +8,388	+93%	+$24K	﹤0.01%	1741
2024 Q4	$23.7K	Buy	9,025 +5,802	+180%	+$19.2K	﹤0.01%	2182
2024 Q3	$12.5K	Buy	3,223 +2,183	+210%	+$8.99K	﹤0.01%	2357
2024 Q2	$4.07K	Sell	1,040 -1,337	-56%	-$6.42K	﹤0.01%	2650
2024 Q1	$13.6K	Buy	2,377 +1,765	+288%	+$10.2K	﹤0.01%	1883
2023 Q4	$3.5K	Buy	+612	New	+$2.82K	﹤0.01%	2384

Other funds holding UGP

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

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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return