Creative Planning
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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
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

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's UGP Position: Q1 2026 in Review

Creative Planning increased its Ultrapar (UGP) stake by 5.1% in Q1 2026, buying an estimated $87.5K and bringing the position to 369,474 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Creative Planning first reported a position in UGP in Q2 2013 and has held it in 27 quarters since. 156 funds tracked by Wall St. Rank hold UGP as of Q1 2026.

  • Creative Planning held 369,474 shares of Ultrapar worth $2.04M as of Q1 2026.
  • Creative Planning bought 18,084 Ultrapar shares in Q1 2026, an estimated $87.5K.
  • Ultrapar made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1881 holding.
  • Creative Planning first reported a position in Ultrapar in Q2 2013 and has held it in 27 quarters since.
  • 156 funds tracked by Wall St. Rank held Ultrapar as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.