LVW Advisors’s Ultrapar UGP Stock Holding History

LVW 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	$78.2K	Buy	+10,683	New	+$70.4K	0.01%	456

Other funds holding UGP

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

LVW Advisors's UGP Position: Q3 2026 in Review

LVW Advisors opened a new position in Ultrapar (UGP) in Q3 2026: 10,683 shares worth $78.2K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings.

47 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

LVW Advisors held 10,683 shares of Ultrapar worth $78.2K as of Q3 2026.
Ultrapar was a new LVW Advisors position in Q3 2026.
Ultrapar made up 0.01% of LVW Advisors's portfolio in Q3 2026, its #456 holding.
47 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.