Integrated Wealth Concepts’s Ultrapar UGP Stock Holding History

Integrated Wealth Concepts’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	$212K	Buy	+42,165	New	+$232K	﹤0.01%	2300

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

Integrated Wealth Concepts's UGP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ultrapar (UGP) in Q2 2026: 42,165 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings.

178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Integrated Wealth Concepts held 42,165 shares of Ultrapar worth $212K as of Q2 2026.
Ultrapar was a new Integrated Wealth Concepts position in Q2 2026.
Ultrapar made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2300 holding.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.