Sequoia Financial Advisors’s Ultrapar UGP Stock Holding History

Sequoia Financial 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	$324K	Sell	64,525 -282	-0.4%	-$1.55K	﹤0.01%	1618
2026 Q1	$357K	Buy	64,807 +1,784	+3%	+$8.63K	﹤0.01%	1464
2025 Q4	$238K	Buy	63,023 +5,362	+9%	+$21.2K	﹤0.01%	1713
2025 Q3	$236K	Sell	57,661 -1,436	-2%	-$4.88K	﹤0.01%	1527
2025 Q2	$194K	Buy	59,097 +6,702	+13%	+$20.3K	﹤0.01%	1489
2025 Q1	$161K	Buy	52,395 +19,918	+61%	+$57.1K	﹤0.01%	1294
2024 Q4	$85.4K	Buy	32,477 +20,510	+171%	+$68K	﹤0.01%	1294
2024 Q3	$46.4K	Buy	+11,967	New	+$49.3K	﹤0.01%	1255

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

Sequoia Financial Advisors's UGP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ultrapar (UGP) stake by 0.44% in Q2 2026, selling an estimated $1.55K and leaving 64,525 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Sequoia Financial Advisors first reported a position in UGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $357K in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Sequoia Financial Advisors held 64,525 shares of Ultrapar worth $324K as of Q2 2026.
Sequoia Financial Advisors sold 282 Ultrapar shares in Q2 2026, an estimated $1.55K.
Ultrapar made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1618 holding.
Sequoia Financial Advisors first reported a position in Ultrapar in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's Ultrapar position peaked at $357K in Q1 2026.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.