Ritholtz Wealth Management’s Ultrapar UGP Stock Holding History

Ritholtz Wealth Management’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	$977K	Sell	194,668 -6,618	-3%	-$36.4K	0.01%	622
2026 Q1	$1.11M	Buy	201,286 +24,264	+14%	+$117K	0.02%	521
2025 Q4	$667K	Sell	177,022 -3,135	-2%	-$12.4K	0.01%	627
2025 Q3	$739K	Buy	180,157 +24,115	+15%	+$82K	0.01%	572
2025 Q2	$512K	Buy	156,042 +56,427	+57%	+$171K	0.01%	634
2025 Q1	$307K	Sell	99,615 -144,964	-59%	-$416K	0.01%	741
2024 Q4	$643K	Sell	244,579 -38,668	-14%	-$128K	0.02%	485
2024 Q3	$1.1M	Buy	283,247 +99,324	+54%	+$409K	0.03%	350
2024 Q2	$719K	Sell	183,923 -36,412	-17%	-$175K	0.02%	430
2024 Q1	$1.26M	Buy	220,335 +111,712	+103%	+$645K	0.04%	300
2023 Q4	$589K	Buy	108,623 +88,980	+453%	+$410K	0.02%	454
2023 Q3	$72.1K	Buy	+19,643	New	+$74.9K	﹤0.01%	685

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

Ritholtz Wealth Management's UGP Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Ultrapar (UGP) stake by 3.3% in Q2 2026, selling an estimated $36.4K and leaving 194,668 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #622.

Ritholtz Wealth Management first reported a position in UGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2024. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Ritholtz Wealth Management held 194,668 shares of Ultrapar worth $977K as of Q2 2026.
Ritholtz Wealth Management sold 6,618 Ultrapar shares in Q2 2026, an estimated $36.4K.
Ultrapar made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #622 holding.
Ritholtz Wealth Management first reported a position in Ultrapar in Q3 2023 and has held it in 12 quarters since.
Ritholtz Wealth Management's Ultrapar position peaked at $1.26M in Q1 2024.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.