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EverSource Wealth Advisors’s Ultrapar UGP Stock Holding History

EverSource 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 		$16.3K Sell
3,240
-3,143
-49% -$17.3K ﹤0.01% 2589
2026
Q1 		$35.2K Buy
6,383
+1,982
+45% +$9.59K ﹤0.01% 2149
2025
Q4 		$16.6K Buy
4,401
+1,614
+58% +$6.38K ﹤0.01% 2507
2025
Q3 		$11.4K Sell
2,787
-3,799
-58% -$12.9K ﹤0.01% 2749
2025
Q2 		$21.6K Buy
6,586
+1,800
+38% +$5.46K ﹤0.01% 2233
2025
Q1 		$14.7K Buy
4,786
+591
+14% +$1.69K ﹤0.01% 1880
2024
Q4 		$11K Buy
4,195
+151
+4% +$501 ﹤0.01% 1936
2024
Q3 		$15.7K Buy
4,044
+283
+8% +$1.17K ﹤0.01% 1614
2024
Q2 		$14.8K Buy
3,761
+2,024
+117% +$9.71K ﹤0.01% 1662
2024
Q1 		$8.72K Buy
1,737
+1,607
+1,236% +$9.28K ﹤0.01% 1764
2023
Q4 		$705 Buy
+130
New +$599 ﹤0.01% 2459
2022
Q4 		– Sell
-621
Closed -$1K – 2431
2022
Q3 		$1K Hold
621
– – ﹤0.01% 1910
2022
Q2 		$1K Hold
621
– – ﹤0.01% 1680
2022
Q1 		$2K Hold
621
– – ﹤0.01% 1595
2021
Q4 		$2K Buy
+621
New +$1.58K ﹤0.01% 1638

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

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

EverSource Wealth Advisors reduced its Ultrapar (UGP) stake by 49% in Q2 2026, selling an estimated $17.3K and leaving 3,240 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

EverSource Wealth Advisors first reported a position in UGP in Q4 2021 and has held it in 15 quarters since. The position peaked at $35.2K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • EverSource Wealth Advisors held 3,240 shares of Ultrapar worth $16.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,143 Ultrapar shares in Q2 2026, an estimated $17.3K.
  • Ultrapar made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2589 holding.
  • EverSource Wealth Advisors first reported a position in Ultrapar in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ultrapar position peaked at $35.2K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.