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 Q2	$145K	Sell	28,817 -196	-0.7%	-$1.08K	0.01%	631
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

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aprio Wealth Management's UGP Position: Q2 2026 in Review

Aprio Wealth Management reduced its Ultrapar (UGP) stake by 0.68% in Q2 2026, selling an estimated $1.08K and leaving 28,817 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #631.

Aprio Wealth Management first reported a position in UGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $263K in Q1 2025. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Aprio Wealth Management held 28,817 shares of Ultrapar worth $145K as of Q2 2026.
Aprio Wealth Management sold 196 Ultrapar shares in Q2 2026, an estimated $1.08K.
Ultrapar made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #631 holding.
Aprio Wealth Management first reported a position in Ultrapar in Q4 2023 and has held it in 11 quarters since.
Aprio Wealth Management's Ultrapar position peaked at $263K in Q1 2025.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.