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Plan A Wealth’s Ultrapar UGP Stock Holding History

Plan A Wealth’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 		$63.1K Sell
12,570
-2,982
-19% -$16.4K 0.03% 193
2026
Q1 		$85.7K Buy
15,552
+1,559
+11% +$7.54K 0.04% 170
2025
Q4 		$52.8K Sell
13,993
-63
-0.4% -$249 0.03% 170
2025
Q3 		$57.6K Buy
14,056
+3,438
+32% +$11.7K 0.03% 169
2025
Q2 		$34.8K Buy
+10,618
New +$32.2K 0.02% 154

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

Plan A Wealth's UGP Position: Q2 2026 in Review

Plan A Wealth reduced its Ultrapar (UGP) stake by 19% in Q2 2026, selling an estimated $16.4K and leaving 12,570 shares worth $63.1K. The position accounts for 0.03% of the portfolio, ranked #193.

Plan A Wealth first reported a position in UGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $85.7K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • Plan A Wealth held 12,570 shares of Ultrapar worth $63.1K as of Q2 2026.
  • Plan A Wealth sold 2,982 Ultrapar shares in Q2 2026, an estimated $16.4K.
  • Ultrapar made up 0.03% of Plan A Wealth's portfolio in Q2 2026, its #193 holding.
  • Plan A Wealth first reported a position in Ultrapar in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Ultrapar position peaked at $85.7K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.