Gleason Group’s Ultrapar UGP Stock Holding History

Gleason Group’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	$4.82K	Hold	658	–	–	﹤0.01%	321
2026 Q2	$3.3K	Buy	+658	New	+$3.62K	﹤0.01%	391

Other funds holding UGP

HWAM

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

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Gleason Group's UGP Position: Q3 2026 in Review

Gleason Group held its Ultrapar (UGP) position steady in Q3 2026 at 658 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Gleason Group first reported a position in UGP in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

Gleason Group held 658 shares of Ultrapar worth $4.82K as of Q3 2026.
Gleason Group left its Ultrapar share count unchanged in Q3 2026.
Ultrapar made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #321 holding.
Gleason Group first reported a position in Ultrapar in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.