JWA
UGP icon

JFS Wealth Advisors’s Ultrapar UGP Stock Holding History

JFS Wealth 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
Q2 		$1.27K Hold
253
– – ﹤0.01% 1748
2026
Q1 		$1.4K Hold
253
– – ﹤0.01% 1597
2025
Q4 		$954 Hold
253
– – ﹤0.01% 1713
2025
Q3 		$1.04K Hold
253
– – ﹤0.01% 1615
2025
Q2 		$830 Hold
253
– – ﹤0.01% 1614
2025
Q1 		$780 Sell
253
-5
-2% -$14 ﹤0.01% 1694
2024
Q4 		$679 Sell
258
-66
-20% -$219 ﹤0.01% 1739
2024
Q3 		$1.26K Hold
324
– – ﹤0.01% 1647
2024
Q2 		$1.27K Hold
324
– – ﹤0.01% 1605
2024
Q1 		$1.85K Hold
324
– – ﹤0.01% 1475
2023
Q4 		$1.76K Hold
324
– – ﹤0.01% 1487
2023
Q3 		$1.19K Hold
324
– – ﹤0.01% 1549
2023
Q2 		$1.27K Buy
324
+71
+28% +$234 ﹤0.01% 1528
2023
Q1 		$691 Hold
253
– – ﹤0.01% 1668
2022
Q4 		$612 Sell
253
-159
-39% -$398 ﹤0.01% 1703
2022
Q3 		$1K Buy
412
+280
+212% +$702 ﹤0.01% 1667
2022
Q2 		$0 Hold
132
– – ﹤0.01% 1943
2022
Q1 		$0 Buy
+132
New +$358 ﹤0.01% 1971

Other funds holding UGP

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return