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Hennion & Walsh Asset Management’s Ultrapar UGP Stock Holding History

Hennion & Walsh Asset 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
Q3 		$713K Buy
97,402
+33,599
+53% +$221K 0.02% 658
2026
Q2 		$320K Buy
63,803
+44,645
+233% +$246K 0.01% 837
2026
Q1 		$106K Buy
19,158
+3,761
+24% +$18.2K ﹤0.01% 919
2025
Q4 		$58K Buy
+15,397
New +$60.9K ﹤0.01% 925

Other funds holding UGP

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 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

Hennion & Walsh Asset Management's UGP Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Ultrapar (UGP) stake by 53% in Q3 2026, buying an estimated $221K and bringing the position to 97,402 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #658.

Hennion & Walsh Asset Management first reported a position in UGP in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • Hennion & Walsh Asset Management held 97,402 shares of Ultrapar worth $713K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 33,599 Ultrapar shares in Q3 2026, an estimated $221K.
  • Ultrapar made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #658 holding.
  • Hennion & Walsh Asset Management first reported a position in Ultrapar in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.