LPL Financial
UGP icon

LPL Financial’s Ultrapar UGP Stock Holding History

LPL Financial’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 		$1.11M Buy
+221,598
New +$1.22M ﹤0.01% 4338
2024
Q3 		– Sell
-108,078
Closed -$423K – 5285
2024
Q2 		$423K Buy
108,078
+25,387
+31% +$122K ﹤0.01% 4002
2024
Q1 		$473K Buy
+82,691
New +$477K ﹤0.01% 3830

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

LPL Financial's UGP Position: Q2 2026 in Review

LPL Financial opened a new position in Ultrapar (UGP) in Q2 2026: 221,598 shares worth $1.11M. The stake represents ﹤0.01% of the portfolio and ranks #4338 among its holdings. This is a return to the name: LPL Financial previously reported a position in UGP as recently as Q2 2024.

LPL Financial first reported a position in UGP in Q1 2024 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • LPL Financial held 221,598 shares of Ultrapar worth $1.11M as of Q2 2026.
  • Ultrapar was a new LPL Financial position in Q2 2026.
  • Ultrapar made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4338 holding.
  • LPL Financial first reported a position in Ultrapar in Q1 2024 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.