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Abound Wealth Management’s Ultrapar UGP Stock Holding History

Abound Wealth Management’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
2025
Q4 		– Sell
-64
Closed -$263 – 1493
2025
Q3 		$263 Hold
64
– – ﹤0.01% 1042
2025
Q2 		$210 Hold
64
– – ﹤0.01% 1024
2025
Q1 		$198 Hold
64
– – ﹤0.01% 987
2024
Q4 		$169 Hold
64
– – ﹤0.01% 1139
2024
Q3 		$249 Hold
64
– – ﹤0.01% 1046
2024
Q2 		$251 Sell
64
-18
-22% -$86 ﹤0.01% 1038
2024
Q1 		$470 Hold
82
– – ﹤0.01% 912
2023
Q4 		$445 Buy
82
+9
+12% +$41 ﹤0.01% 971
2023
Q3 		$268 Hold
73
– – ﹤0.01% 1052
2023
Q2 		$287 Buy
+73
New +$240 ﹤0.01% 1067

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's UGP Position: Q4 2025 in Review

Abound Wealth Management sold out of Ultrapar (UGP) in Q4 2025, closing a stake of 64 shares — an estimated $263 sold.

Abound Wealth Management first reported a position in UGP in Q2 2023 and held it in 10 quarters. The position peaked at $470 in Q1 2024. 143 funds tracked by Wall St. Rank hold UGP as of Q4 2025.

  • Abound Wealth Management reported no remaining Ultrapar position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 64 Ultrapar shares in Q4 2025, an estimated $263.
  • Abound Wealth Management first reported a position in Ultrapar in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's Ultrapar position peaked at $470 in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Ultrapar as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.