Financial Gravity Companies’s Ultrapar UGP Stock Holding History

Financial Gravity Companies’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	$206	Buy	+41	New	+$226	﹤0.01%	899
2025 Q2	$134	Buy	+41	New	+$124	﹤0.01%	908
2024 Q4	$216	Buy	+82	New	+$272	﹤0.01%	903
2018 Q4	$5K	Buy	+614	New	+$3.56K	﹤0.01%	726
2018 Q1	$53K	Buy	6,338 +736	+13%	+$8.65K	0.05%	298
2017 Q4	$72K	Buy	+5,602	New	+$64.5K	0.08%	228

Other funds holding UGP

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

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

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Financial Gravity Companies's UGP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Ultrapar (UGP) in Q2 2026: 41 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UGP as recently as Q2 2025.

Financial Gravity Companies first reported a position in UGP in Q4 2017 and has held it in 6 quarters since. The position peaked at $72K in Q4 2017. 179 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Financial Gravity Companies held 41 shares of Ultrapar worth $206 as of Q2 2026.
Ultrapar was a new Financial Gravity Companies position in Q2 2026.
Ultrapar made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #899 holding.
Financial Gravity Companies first reported a position in Ultrapar in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Ultrapar position peaked at $72K in Q4 2017.
179 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.