Hennion & Walsh Asset Management, Inc.
Position in UGP — Ultrapar Holdings Inc
CIK 1861642
Parsippany, NJ
Position in UGP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$320,291
+$214,731 QoQ
Shares Held
63,803
+233.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 28 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $3,654,767 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (8.8% of the industry book) .
All Filings in UGP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,291 | 63,803 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $105,560 | 19,158 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $58,046 | 15,397 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||