Root Financial Partners
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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
Q3 		$161 Buy
+22
New +$145 ﹤0.01% 3563
2026
Q2 		– Sell
-22
Closed -$121 – 3015
2026
Q1 		$121 Buy
+22
New +$106 ﹤0.01% 3247

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Diversify Advisory Services
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Diversify Wealth Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Robeco Institutional Asset Management
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's UGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ultrapar (UGP) in Q3 2026: 22 shares worth $161. The stake represents ﹤0.01% of the portfolio and ranks #3563 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UGP as recently as Q1 2026.

Root Financial Partners first reported a position in UGP in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • Root Financial Partners held 22 shares of Ultrapar worth $161 as of Q3 2026.
  • Ultrapar was a new Root Financial Partners position in Q3 2026.
  • Ultrapar made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3563 holding.
  • Root Financial Partners first reported a position in Ultrapar in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.