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EP Wealth Advisors’s Ultrapar UGP Stock Holding History

EP Wealth 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 		$52.8K Buy
10,519
+87
+0.8% +$479 ﹤0.01% 1692
2026
Q1 		$57.5K Sell
10,432
-1,372
-12% -$6.64K ﹤0.01% 1477
2025
Q4 		$44.5K Buy
+11,804
New +$46.7K ﹤0.01% 1464

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

EP Wealth Advisors's UGP Position: Q2 2026 in Review

EP Wealth Advisors increased its Ultrapar (UGP) stake by 0.83% in Q2 2026, buying an estimated $479 and bringing the position to 10,519 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

EP Wealth Advisors first reported a position in UGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.5K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • EP Wealth Advisors held 10,519 shares of Ultrapar worth $52.8K as of Q2 2026.
  • EP Wealth Advisors bought 87 Ultrapar shares in Q2 2026, an estimated $479.
  • Ultrapar made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1692 holding.
  • EP Wealth Advisors first reported a position in Ultrapar in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Ultrapar position peaked at $57.5K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.