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UGP icon

PDS Planning’s Ultrapar UGP Stock Holding History

PDS Planning’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 		$142K Hold
28,286
– – 0.01% 590
2026
Q1 		$156K Hold
28,286
– – 0.01% 535
2025
Q4 		$107K Buy
28,286
+76
+0.3% +$301 0.01% 535
2025
Q3 		$116K Sell
28,210
-3,901
-12% -$13.3K 0.01% 527
2025
Q2 		$105K Buy
32,111
+6,002
+23% +$18.2K 0.01% 501
2025
Q1 		$80.4K Buy
26,109
+5,817
+29% +$16.7K 0.01% 461
2024
Q4 		$53.4K Sell
20,292
-1,116
-5% -$3.7K ﹤0.01% 435
2024
Q3 		$83.1K Buy
21,408
+10,153
+90% +$41.8K 0.01% 428
2024
Q2 		$44K Buy
11,255
+237
+2% +$1.14K ﹤0.01% 392
2024
Q1 		$63K Sell
11,018
-500
-4% -$2.89K 0.01% 389
2023
Q4 		$62.4K Sell
11,518
-1,077
-9% -$4.97K 0.01% 361
2023
Q3 		$46.2K Buy
12,595
+1,077
+9% +$4.11K 0.01% 336
2023
Q2 		$45.3K Buy
+11,518
New +$37.9K 0.01% 337
2021
Q3 		– Sell
-10,049
Closed -$38K – 218
2021
Q2 		$38K Sell
10,049
-5,226
-34% -$20.2K 0.01% 196
2021
Q1 		$58K Buy
15,275
+4,322
+39% +$17.1K 0.02% 174
2020
Q4 		$50K Sell
10,953
-502
-4% -$1.9K 0.02% 161
2020
Q3 		$39K Buy
11,455
+330
+3% +$1.21K 0.02% 139
2020
Q2 		$38K Buy
+11,125
New +$32.8K 0.02% 131

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

PDS Planning's UGP Position: Q2 2026 in Review

PDS Planning held its Ultrapar (UGP) position steady in Q2 2026 at 28,286 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #590.

PDS Planning first reported a position in UGP in Q2 2020 and has held it in 18 quarters since. The position peaked at $156K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • PDS Planning held 28,286 shares of Ultrapar worth $142K as of Q2 2026.
  • PDS Planning left its Ultrapar share count unchanged in Q2 2026.
  • Ultrapar made up 0.01% of PDS Planning's portfolio in Q2 2026, its #590 holding.
  • PDS Planning first reported a position in Ultrapar in Q2 2020 and has held it in 18 quarters since.
  • PDS Planning's Ultrapar position peaked at $156K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.