LNWWM
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Laird Norton Wetherby Wealth Management’s Ultrapar UGP Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$155K Sell
37,697
-10,880
-22% -$37K 0.01% 911
2025
Q2 		$159K Buy
+48,577
New +$147K 0.01% 906
2024
Q4 		$69K Buy
26,235
+572
+2% +$1.9K ﹤0.01% 890
2024
Q3 		$99.6K Buy
25,663
+1,593
+7% +$6.56K ﹤0.01% 915
2024
Q2 		$94.1K Buy
24,070
+1,481
+7% +$7.11K ﹤0.01% 909
2024
Q1 		$129K Buy
22,589
+497
+2% +$2.87K 0.01% 928
2023
Q4 		$120K Sell
22,092
-207
-0.9% -$954 0.01% 884
2023
Q3 		$81.8K Sell
22,299
-3,517
-14% -$13.4K ﹤0.01% 881
2023
Q2 		$101K Buy
25,816
+182
+0.7% +$599 0.01% 926
2023
Q1 		$70K Buy
25,634
+4,486
+21% +$11.3K ﹤0.01% 906
2022
Q4 		$51.2K Buy
21,148
+3,293
+18% +$8.24K ﹤0.01% 892
2022
Q3 		$39K Sell
17,855
-5,405
-23% -$13.6K ﹤0.01% 874
2022
Q2 		$55K Sell
23,260
-1,109
-5% -$3.02K ﹤0.01% 890
2022
Q1 		$74K Sell
24,369
-2,920
-11% -$7.92K ﹤0.01% 918
2021
Q4 		$72K Buy
27,289
+6,753
+33% +$17.2K ﹤0.01% 921
2021
Q3 		$55K Sell
20,536
-1,535
-7% -$4.85K ﹤0.01% 924
2021
Q2 		$83K Sell
22,071
-1,927
-8% -$7.46K 0.01% 920
2021
Q1 		$92K Sell
23,998
-759
-3% -$3.01K 0.01% 774
2020
Q4 		$112K Sell
24,757
-652
-3% -$2.47K 0.01% 875
2020
Q3 		$87K Sell
25,409
-98
-0.4% -$361 0.01% 700
2020
Q2 		$86K Buy
25,507
+7,314
+40% +$21.5K 0.01% 703
2020
Q1 		$45K Sell
18,193
-16,487
-48% -$79.1K 0.01% 668
2019
Q4 		$217K Buy
34,680
+7,419
+27% +$37.7K 0.02% 643
2019
Q3 		$122K Sell
27,261
-2,495
-8% -$11.7K 0.01% 686
2019
Q2 		$156K Sell
29,756
-10,026
-25% -$54.4K 0.02% 656
2019
Q1 		$238K Sell
39,782
-10
-0% -$71 0.03% 571
2018
Q4 		$269K Buy
39,792
+13,878
+54% +$80.5K 0.04% 498
2018
Q3 		$120K Buy
+25,914
New +$138K 0.01% 651
2018
Q2 		– Sell
-25,346
Closed -$274K – 665
2018
Q1 		$274K Buy
25,346
+1,162
+5% +$13.7K 0.04% 499
2017
Q4 		$275K Buy
24,184
+380
+2% +$4.38K 0.04% 493
2017
Q3 		$284K Buy
23,804
+236
+1% +$2.78K 0.04% 477
2017
Q2 		$277K Buy
23,568
+4,608
+24% +$53.1K 0.05% 452
2017
Q1 		$215K Buy
+18,960
New +$204K 0.04% 509
2015
Q3 		– Sell
-26,212
Closed -$276K – 491
2015
Q2 		$276K Buy
26,212
+3,488
+15% +$38.9K 0.07% 349
2015
Q1 		$230K Buy
+22,724
New +$222K 0.06% 395

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's UGP Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Ultrapar (UGP) stake by 22% in Q3 2025, selling an estimated $37K and leaving 37,697 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #911.

Laird Norton Wetherby Wealth Management first reported a position in UGP in Q1 2015 and has held it in 35 quarters since. The position peaked at $284K in Q3 2017. 123 funds tracked by Wall St. Rank hold UGP as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 37,697 shares of Ultrapar worth $155K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 10,880 Ultrapar shares in Q3 2025, an estimated $37K.
  • Ultrapar made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #911 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Ultrapar in Q1 2015 and has held it in 35 quarters since.
  • Laird Norton Wetherby Wealth Management's Ultrapar position peaked at $284K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held Ultrapar as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.