Financial Gravity Asset Management’s Ultrapar UGP Stock Holding History

Financial Gravity Asset Management’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	$226	Buy	+41	New	+$198	﹤0.01%	840
2025 Q1	$253	Buy	+82	New	+$235	﹤0.01%	963
2024 Q2	–	Sell	-384	Closed	-$2.2K	–	1770
2024 Q1	$2.2K	Sell	384 -49	-11%	-$283	﹤0.01%	670
2023 Q4	$2.34K	Buy	+433	New	+$2K	﹤0.01%	699
2019 Q4	$6K	Sell	72 -6	-8%	-$31	﹤0.01%	1254
2019 Q3	$0	Buy	78 +15	+24%	+$71	﹤0.01%	1562
2019 Q2	$0	Sell	63 -349	-85%	-$1.89K	﹤0.01%	1673
2019 Q1	$2K	Buy	+412	New	+$2.93K	﹤0.01%	995
2018 Q3	$0	Sell	80 -6	-7%	-$32	﹤0.01%	1627
2018 Q2	$0	Sell	86 -6,252	-99%	-$48.3K	﹤0.01%	1612
2018 Q1	$53K	Buy	+6,338	New	+$74.5K	0.05%	298

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's UGP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Ultrapar (UGP) in Q1 2026: 41 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in UGP as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in UGP in Q1 2018 and has held it in 11 quarters since. The position peaked at $53K in Q1 2018. 156 funds tracked by Wall St. Rank hold UGP as of Q1 2026.

Financial Gravity Asset Management held 41 shares of Ultrapar worth $226 as of Q1 2026.
Ultrapar was a new Financial Gravity Asset Management position in Q1 2026.
Ultrapar made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #840 holding.
Financial Gravity Asset Management first reported a position in Ultrapar in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's Ultrapar position peaked at $53K in Q1 2018.
156 funds tracked by Wall St. Rank held Ultrapar as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.