Physician Wealth Advisors’s Ultrapar UGP Stock Holding History

Physician 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	$1.19K	Hold	236	–	–	﹤0.01%	1754
2026 Q1	$1.3K	Hold	236	–	–	﹤0.01%	1538
2025 Q4	$890	Hold	236	–	–	﹤0.01%	1674
2025 Q3	$968	Buy	+236	New	+$802	﹤0.01%	1602

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

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

Physician Wealth Advisors held its Ultrapar (UGP) position steady in Q2 2026 at 236 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Physician Wealth Advisors first reported a position in UGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Physician Wealth Advisors held 236 shares of Ultrapar worth $1.19K as of Q2 2026.
Physician Wealth Advisors left its Ultrapar share count unchanged in Q2 2026.
Ultrapar made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1754 holding.
Physician Wealth Advisors first reported a position in Ultrapar in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Ultrapar position peaked at $1.3K in Q1 2026.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.