Sowell Financial Services’s Ultrapar UGP Stock Holding History

Sowell Financial Services’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	$79.3K	Buy	+15,800	New	+$86.9K	﹤0.01%	1145

Other funds holding UGP

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Sowell Financial Services's UGP Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Ultrapar (UGP) in Q2 2026: 15,800 shares worth $79.3K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings.

19 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Sowell Financial Services held 15,800 shares of Ultrapar worth $79.3K as of Q2 2026.
Ultrapar was a new Sowell Financial Services position in Q2 2026.
Ultrapar made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1145 holding.
19 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.