TWD
UGP icon

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
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

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return