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 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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return