AFC
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Ares Financial Consulting’s Ultrapar UGP Stock Holding History

Ares Financial Consulting’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 		$1.12K Hold
224
– – ﹤0.01% 987
2026
Q1 		$1.26K Hold
224
– – ﹤0.01% 925
2025
Q4 		$844 Buy
+224
New +$886 ﹤0.01% 792

Other funds holding UGP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ares Financial Consulting's UGP Position: Q2 2026 in Review

Ares Financial Consulting held its Ultrapar (UGP) position steady in Q2 2026 at 224 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Ares Financial Consulting first reported a position in UGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26K in Q1 2026. 58 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Ares Financial Consulting held 224 shares of Ultrapar worth $1.12K as of Q2 2026.
  • Ares Financial Consulting left its Ultrapar share count unchanged in Q2 2026.
  • Ultrapar made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #987 holding.
  • Ares Financial Consulting first reported a position in Ultrapar in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Ultrapar position peaked at $1.26K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.