TD Private Client Wealth
UGP icon

TD Private Client Wealth’s Ultrapar UGP Stock Holding History

TD Private Client 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 		$126K Buy
+17,152
New +$113K ﹤0.01% 717
2024
Q4 		– Sell
-5,312
Closed -$20.6K – 1349
2024
Q3 		$20.6K Sell
5,312
-6,572
-55% -$27.1K ﹤0.01% 967
2024
Q2 		$46.5K Sell
11,884
-214
-2% -$1.03K ﹤0.01% 819
2024
Q1 		$69.2K Buy
12,098
+8,246
+214% +$47.6K ﹤0.01% 757
2023
Q4 		$20.9K Buy
+3,852
New +$17.8K ﹤0.01% 949
2023
Q3 		– Sell
-99
Closed -$389 – 1273
2023
Q2 		$389 Buy
+99
New +$326 ﹤0.01% 1243

Other funds holding UGP

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TD Private Client Wealth's UGP Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Ultrapar (UGP) in Q3 2026: 17,152 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in UGP as recently as Q3 2024.

TD Private Client Wealth first reported a position in UGP in Q2 2023 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • TD Private Client Wealth held 17,152 shares of Ultrapar worth $126K as of Q3 2026.
  • Ultrapar was a new TD Private Client Wealth position in Q3 2026.
  • Ultrapar made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #717 holding.
  • TD Private Client Wealth first reported a position in Ultrapar in Q2 2023 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.