PWPS
UGP icon

Pinnacle Wealth Planning Services’s Ultrapar UGP Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.7K Hold
3,732
– – ﹤0.01% 1807
2026
Q1 		$20.6K Hold
3,732
– – ﹤0.01% 1682
2025
Q4 		$14.1K Buy
+3,732
New +$14.8K ﹤0.01% 1876
2021
Q1 		– Sell
-192
Closed -$1K – 1846
2020
Q4 		$1K Buy
+192
New +$728 ﹤0.01% 2191

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

Pinnacle Wealth Planning Services's UGP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Ultrapar (UGP) position steady in Q2 2026 at 3,732 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Pinnacle Wealth Planning Services first reported a position in UGP in Q4 2020 and has held it in 4 quarters since. The position peaked at $20.6K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,732 shares of Ultrapar worth $18.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Ultrapar share count unchanged in Q2 2026.
  • Ultrapar made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1807 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ultrapar in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ultrapar position peaked at $20.6K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.