Navellier & Associates
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Navellier & Associates’s Ultrapar UGP Stock Holding History

Navellier & Associates’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
Q3 		$911K Buy
+124,434
New +$820K 0.08% 180
2024
Q4 		– Sell
-132,819
Closed -$515K – 363
2024
Q3 		$515K Sell
132,819
-6,365
-5% -$26.2K 0.07% 216
2024
Q2 		$544K Buy
+139,184
New +$668K 0.06% 232
2016
Q4 		– Sell
-362
Closed -$4K – 324
2016
Q3 		$4K Buy
+362
New +$4.05K ﹤0.01% 270
2016
Q2 		– Sell
-330
Closed -$3K – 283
2016
Q1 		$3K Buy
+330
New +$2.61K ﹤0.01% 237
2014
Q1 		– Sell
-21,732
Closed -$257K – 349
2013
Q4 		$257K Buy
21,732
+4,548
+26% +$57.8K 0.01% 278
2013
Q3 		$211K Buy
17,184
+180
+1% +$2.13K 0.01% 266
2013
Q2 		$204K Buy
+17,004
New +$217K 0.01% 259

Other funds holding UGP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Navellier & Associates's UGP Position: Q3 2026 in Review

Navellier & Associates opened a new position in Ultrapar (UGP) in Q3 2026: 124,434 shares worth $911K. The stake represents 0.08% of the portfolio and ranks #180 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in UGP as recently as Q3 2024.

Navellier & Associates first reported a position in UGP in Q2 2013 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • Navellier & Associates held 124,434 shares of Ultrapar worth $911K as of Q3 2026.
  • Ultrapar was a new Navellier & Associates position in Q3 2026.
  • Ultrapar made up 0.08% of Navellier & Associates's portfolio in Q3 2026, its #180 holding.
  • Navellier & Associates first reported a position in Ultrapar in Q2 2013 and has held it in 8 quarters since.
  • 160 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Navellier & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.