Creative Planning’s Ultrapar UGP Stock Holding History

Creative Planning’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	$1.83M	Sell	364,504 -4,970	-1%	-$27.3K	﹤0.01%	2164
2026 Q1	$2.04M	Buy	369,474 +18,084	+5%	+$87.5K	﹤0.01%	1881
2025 Q4	$1.32M	Buy	351,390 +17,693	+5%	+$70K	﹤0.01%	2059
2025 Q3	$1.37M	Buy	333,697 +83,596	+33%	+$284K	﹤0.01%	1838
2025 Q2	$820K	Buy	250,101 +76,658	+44%	+$232K	﹤0.01%	2022
2025 Q1	$534K	Sell	173,443 -5,323	-3%	-$15.3K	﹤0.01%	2221
2024 Q4	$470K	Buy	178,766 +122,786	+219%	+$407K	﹤0.01%	2282
2024 Q3	$217K	Buy	55,980 +17,430	+45%	+$71.8K	﹤0.01%	2769
2024 Q2	$151K	Sell	38,550 -26,071	-40%	-$125K	﹤0.01%	2758
2024 Q1	$370K	Buy	64,621 +14,610	+29%	+$84.4K	﹤0.01%	2080
2023 Q4	$271K	Buy	50,011 +37,241	+292%	+$172K	﹤0.01%	2162
2023 Q3	$46.9K	Buy	12,770 +2,182	+21%	+$8.32K	﹤0.01%	2490
2023 Q2	$41.6K	Buy	+10,588	New	+$34.9K	﹤0.01%	2454
2017 Q3	–	Sell	-6,520	Closed	-$77K	–	3603
2017 Q2	$77K	Buy	6,520 +1,920	+42%	+$22.1K	﹤0.01%	2179
2017 Q1	$52K	Hold	4,600	–	–	﹤0.01%	2450
2016 Q4	$48K	Hold	4,600	–	–	﹤0.01%	2422
2016 Q3	$50K	Hold	4,600	–	–	﹤0.01%	2364
2016 Q2	$51K	Hold	4,600	–	–	﹤0.01%	2127
2016 Q1	$44K	Hold	4,600	–	–	﹤0.01%	2195
2015 Q4	$35K	Hold	4,600	–	–	﹤0.01%	2415
2015 Q3	$38K	Buy	+4,600	New	+$42.9K	﹤0.01%	2252
2015 Q2	–	Sell	-4,600	Closed	-$46K	–	2909
2015 Q1	$46K	Hold	4,600	–	–	﹤0.01%	2085
2014 Q4	$44K	Hold	4,600	–	–	﹤0.01%	2095
2014 Q3	$49K	Hold	4,600	–	–	﹤0.01%	1944
2014 Q2	$54K	Buy	+4,600	New	+$56.7K	﹤0.01%	1832
2014 Q1	–	Sell	-1,014	Closed	-$12K	–	3759
2013 Q4	$12K	Sell	1,014 -264	-21%	-$3.35K	﹤0.01%	2485
2013 Q3	$16K	Hold	1,278	–	–	﹤0.01%	2221
2013 Q2	$15K	Buy	+1,278	New	+$16.3K	﹤0.01%	2093

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

Creative Planning's UGP Position: Q2 2026 in Review

Creative Planning reduced its Ultrapar (UGP) stake by 1.3% in Q2 2026, selling an estimated $27.3K and leaving 364,504 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Creative Planning first reported a position in UGP in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.04M in Q1 2026. 179 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Creative Planning held 364,504 shares of Ultrapar worth $1.83M as of Q2 2026.
Creative Planning sold 4,970 Ultrapar shares in Q2 2026, an estimated $27.3K.
Ultrapar made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2164 holding.
Creative Planning first reported a position in Ultrapar in Q2 2013 and has held it in 28 quarters since.
Creative Planning's Ultrapar position peaked at $2.04M in Q1 2026.
179 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.