RWM
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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
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

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return