JFS Wealth Advisors’s Ultrapar UGP Stock Holding History

JFS Wealth 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 Q2	$1.27K	Hold	253	–	–	﹤0.01%	1748
2026 Q1	$1.4K	Hold	253	–	–	﹤0.01%	1597
2025 Q4	$954	Hold	253	–	–	﹤0.01%	1713
2025 Q3	$1.04K	Hold	253	–	–	﹤0.01%	1615
2025 Q2	$830	Hold	253	–	–	﹤0.01%	1614
2025 Q1	$780	Sell	253 -5	-2%	-$14	﹤0.01%	1694
2024 Q4	$679	Sell	258 -66	-20%	-$219	﹤0.01%	1739
2024 Q3	$1.26K	Hold	324	–	–	﹤0.01%	1647
2024 Q2	$1.27K	Hold	324	–	–	﹤0.01%	1605
2024 Q1	$1.85K	Hold	324	–	–	﹤0.01%	1475
2023 Q4	$1.76K	Hold	324	–	–	﹤0.01%	1487
2023 Q3	$1.19K	Hold	324	–	–	﹤0.01%	1549
2023 Q2	$1.27K	Buy	324 +71	+28%	+$234	﹤0.01%	1528
2023 Q1	$691	Hold	253	–	–	﹤0.01%	1668
2022 Q4	$612	Sell	253 -159	-39%	-$398	﹤0.01%	1703
2022 Q3	$1K	Buy	412 +280	+212%	+$702	﹤0.01%	1667
2022 Q2	$0	Hold	132	–	–	﹤0.01%	1943
2022 Q1	$0	Buy	+132	New	+$358	﹤0.01%	1971

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

JFS Wealth Advisors's UGP Position: Q2 2026 in Review

JFS Wealth Advisors held its Ultrapar (UGP) position steady in Q2 2026 at 253 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

JFS Wealth Advisors first reported a position in UGP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.85K in Q1 2024. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

JFS Wealth Advisors held 253 shares of Ultrapar worth $1.27K as of Q2 2026.
JFS Wealth Advisors left its Ultrapar share count unchanged in Q2 2026.
Ultrapar made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1748 holding.
JFS Wealth Advisors first reported a position in Ultrapar in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Ultrapar position peaked at $1.85K in Q1 2024.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.