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GeoWealth Management’s Ultrapar UGP Stock Holding History

GeoWealth 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
Q2 		$79.2K Sell
15,787
-8,963
-36% -$49.3K ﹤0.01% 845
2026
Q1 		$136K Buy
24,750
+12,954
+110% +$62.7K ﹤0.01% 771
2025
Q4 		$44.5K Buy
+11,796
New +$46.7K ﹤0.01% 739

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

GeoWealth Management's UGP Position: Q2 2026 in Review

GeoWealth Management reduced its Ultrapar (UGP) stake by 36% in Q2 2026, selling an estimated $49.3K and leaving 15,787 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

GeoWealth Management first reported a position in UGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • GeoWealth Management held 15,787 shares of Ultrapar worth $79.2K as of Q2 2026.
  • GeoWealth Management sold 8,963 Ultrapar shares in Q2 2026, an estimated $49.3K.
  • Ultrapar made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #845 holding.
  • GeoWealth Management first reported a position in Ultrapar in Q4 2025 and has held it in 3 quarters since.
  • GeoWealth Management's Ultrapar position peaked at $136K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.