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True Wealth Design’s Ultrapar UGP Stock Holding History

True Wealth Design’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 		$930 Buy
127
+62
+95% +$409 ﹤0.01% 1950
2026
Q2 		$327 Sell
65
-7
-10% -$39 ﹤0.01% 2330
2026
Q1 		$397 Buy
72
+13
+22% +$63 ﹤0.01% 2134
2025
Q4 		$223 Buy
59
+2
+4% +$8 ﹤0.01% 2204
2025
Q3 		$234 Buy
57
+37
+185% +$126 ﹤0.01% 2265
2025
Q2 		$66 Hold
20
– – ﹤0.01% 2331
2025
Q1 		$62 Sell
20
-5
-20% -$14 ﹤0.01% 2331
2024
Q4 		$66 Sell
25
-19
-43% -$63 ﹤0.01% 1300
2024
Q3 		$171 Sell
44
-4
-8% -$16 ﹤0.01% 1206
2024
Q2 		$188 Buy
48
+6
+14% +$29 ﹤0.01% 750
2024
Q1 		$241 Buy
42
+20
+91% +$115 ﹤0.01% 733
2023
Q4 		$120 Hold
22
– – ﹤0.01% 730
2023
Q3 		$81 Hold
22
– – ﹤0.01% 727
2023
Q2 		$87 Hold
22
– – ﹤0.01% 729
2023
Q1 		$61 Buy
22
+2
+10% +$5 ﹤0.01% 828
2022
Q4 		$48 Buy
+20
New +$50 ﹤0.01% 777

Other funds holding UGP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

True Wealth Design's UGP Position: Q3 2026 in Review

True Wealth Design increased its Ultrapar (UGP) stake by 95% in Q3 2026, buying an estimated $409 and bringing the position to 127 shares worth $930. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

True Wealth Design first reported a position in UGP in Q4 2022 and has held it in 16 quarters since. 7 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • True Wealth Design held 127 shares of Ultrapar worth $930 as of Q3 2026.
  • True Wealth Design bought 62 Ultrapar shares in Q3 2026, an estimated $409.
  • Ultrapar made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1950 holding.
  • True Wealth Design first reported a position in Ultrapar in Q4 2022 and has held it in 16 quarters since.
  • 7 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.