Cerity Partners’s Ultrapar UGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$386K Sell
76,918
-1,464
-2% -$8.05K ﹤0.01% 2609
2026
Q1
$432K Sell
78,382
-1,218
-2% -$5.89K ﹤0.01% 2373
2025
Q4
$300K Buy
79,600
+16,275
+26% +$64.4K ﹤0.01% 2410
2025
Q3
$260K Sell
63,325
-12,972
-17% -$44.1K ﹤0.01% 2374
2025
Q2
$250K Sell
76,297
-455
-0.6% -$1.38K ﹤0.01% 2244
2025
Q1
$236K Buy
+76,752
New +$220K ﹤0.01% 2137

Other funds holding UGP

Cerity Partners's UGP Position: Q2 2026 in Review

Cerity Partners reduced its Ultrapar (UGP) stake by 1.9% in Q2 2026, selling an estimated $8.05K and leaving 76,918 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Cerity Partners first reported a position in UGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $432K in Q1 2026. 168 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Cerity Partners held 76,918 shares of Ultrapar worth $386K as of Q2 2026.
  • Cerity Partners sold 1,464 Ultrapar shares in Q2 2026, an estimated $8.05K.
  • Ultrapar made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2609 holding.
  • Cerity Partners first reported a position in Ultrapar in Q1 2025 and has held it in 6 quarters since.
  • Cerity Partners's Ultrapar position peaked at $432K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.