MFG
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Merit Financial Group’s Ultrapar UGP Stock Holding History

Merit Financial 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
Q2 		– Sell
-43,548
Closed -$240K – 2450
2026
Q1 		$240K Buy
+43,548
New +$211K ﹤0.01% 1795

Other funds holding UGP

BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Merit Financial Group's UGP Position: Q2 2026 in Review

Merit Financial Group sold out of Ultrapar (UGP) in Q2 2026, closing a stake of 43,548 shares — an estimated $240K sold.

Merit Financial Group first reported a position in UGP in Q1 2026 and held it in 1 quarter. The position peaked at $240K in Q1 2026. 33 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Merit Financial Group reported no remaining Ultrapar position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 43,548 Ultrapar shares in Q2 2026, an estimated $240K.
  • Merit Financial Group first reported a position in Ultrapar in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's Ultrapar position peaked at $240K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.