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 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	–	2437
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

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T 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 $70.4B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B 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