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Root Financial Partners’s Ultrapar UGP Stock Holding History

Root Financial Partners’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
-22
Closed -$121 – 3015
2026
Q1 		$121 Buy
+22
New +$106 ﹤0.01% 3247

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AI
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SFA
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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
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EI
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Root Financial Partners's UGP Position: Q2 2026 in Review

Root Financial Partners sold out of Ultrapar (UGP) in Q2 2026, closing a stake of 22 shares — an estimated $121 sold.

Root Financial Partners first reported a position in UGP in Q1 2026 and held it in 1 quarter. The position peaked at $121 in Q1 2026. 33 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Root Financial Partners reported no remaining Ultrapar position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Ultrapar shares in Q2 2026, an estimated $121.
  • Root Financial Partners first reported a position in Ultrapar in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ultrapar position peaked at $121 in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.