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IFP Advisors’s Ultrapar UGP Stock Holding History

IFP 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 		$1.82K Hold
330
– – ﹤0.01% 3995
2025
Q4 		$1.24K Hold
330
– – ﹤0.01% 4003
2025
Q3 		$1.35K Hold
330
– – ﹤0.01% 3832
2025
Q2 		$1.08K Hold
330
– – ﹤0.01% 4198
2025
Q1 		$1.02K Hold
330
– – ﹤0.01% 3336
2024
Q4 		$868 Buy
+330
New +$1.09K ﹤0.01% 3308
2018
Q2 		– Sell
-680
Closed -$8K – 4058
2018
Q1 		$8K Hold
680
– – ﹤0.01% 2950
2017
Q4 		$8K Sell
680
-66
-9% -$760 ﹤0.01% 2995
2017
Q3 		$9K Sell
746
-388
-34% -$4.57K ﹤0.01% 3095
2017
Q2 		$13K Buy
+1,134
New +$13.1K ﹤0.01% 2865

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B 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