AWM
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Aprio Wealth Management’s Ultrapar UGP Stock Holding History

Aprio 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
2026
Q1 		$160K Buy
29,013
+196
+0.7% +$948 0.01% 605
2025
Q4 		$109K Sell
28,817
-1,611
-5% -$6.37K 0.01% 536
2025
Q3 		$125K Sell
30,428
-4,937
-14% -$16.8K 0.01% 429
2025
Q2 		$116K Sell
35,365
-50,005
-59% -$152K 0.01% 399
2025
Q1 		$263K Buy
85,370
+49,628
+139% +$142K 0.03% 294
2024
Q4 		$94K Sell
35,742
-7,774
-18% -$25.8K 0.01% 311
2024
Q3 		$169K Buy
43,516
+16,967
+64% +$69.9K 0.03% 275
2024
Q2 		$104K Sell
26,549
-1,788
-6% -$8.58K 0.02% 250
2024
Q1 		$162K Buy
28,337
+5,281
+23% +$30.5K 0.03% 230
2023
Q4 		$125K Buy
+23,056
New +$106K 0.03% 196

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return