Plan A Wealth’s Ultrapar UGP Stock Holding History

Plan A Wealth’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	$114K	Buy	15,620 +3,050	+24%	+$20.1K	0.04%	194
2026 Q2	$63.1K	Sell	12,570 -2,982	-19%	-$16.4K	0.03%	193
2026 Q1	$85.7K	Buy	15,552 +1,559	+11%	+$7.54K	0.04%	170
2025 Q4	$52.8K	Sell	13,993 -63	-0.4%	-$249	0.03%	170
2025 Q3	$57.6K	Buy	14,056 +3,438	+32%	+$11.7K	0.03%	169
2025 Q2	$34.8K	Buy	+10,618	New	+$32.2K	0.02%	154

Other funds holding UGP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

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

Plan A Wealth's UGP Position: Q3 2026 in Review

Plan A Wealth increased its Ultrapar (UGP) stake by 24% in Q3 2026, buying an estimated $20.1K and bringing the position to 15,620 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #194.

Plan A Wealth first reported a position in UGP in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

Plan A Wealth held 15,620 shares of Ultrapar worth $114K as of Q3 2026.
Plan A Wealth bought 3,050 Ultrapar shares in Q3 2026, an estimated $20.1K.
Ultrapar made up 0.04% of Plan A Wealth's portfolio in Q3 2026, its #194 holding.
Plan A Wealth first reported a position in Ultrapar in Q2 2025 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.