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Bell Investment Advisors’s Ultrapar UGP Stock Holding History

Bell Investment Advisors’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 		$462 Buy
+92
New +$506 ﹤0.01% 1752
2026
Q1 		– Sell
-342
Closed -$1.29K – 1947
2025
Q4 		$1.29K Buy
+342
New +$1.35K ﹤0.01% 1487
2024
Q2 		– Sell
-129
Closed -$738 – 1977
2024
Q1 		$738 Hold
129
– – ﹤0.01% 1688
2023
Q4 		$700 Buy
+129
New +$595 ﹤0.01% 1698

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Investment Advisors's UGP Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Ultrapar (UGP) in Q2 2026: 92 shares worth $462. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in UGP as recently as Q4 2025.

Bell Investment Advisors first reported a position in UGP in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.29K in Q4 2025. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Bell Investment Advisors held 92 shares of Ultrapar worth $462 as of Q2 2026.
  • Ultrapar was a new Bell Investment Advisors position in Q2 2026.
  • Ultrapar made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1752 holding.
  • Bell Investment Advisors first reported a position in Ultrapar in Q4 2023 and has held it in 4 quarters since.
  • Bell Investment Advisors's Ultrapar position peaked at $1.29K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.