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Simplicity Wealth’s Ultrapar UGP Stock Holding History

Simplicity 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
2025
Q2 		– Sell
-22,348
Closed -$68.8K – 660
2025
Q1 		$68.8K Buy
+22,348
New +$64.1K 0.01% 541
2024
Q3 		– Sell
-35,199
Closed -$138K – 1160
2024
Q2 		$138K Buy
35,199
+10,264
+41% +$49.3K ﹤0.01% 1150
2024
Q1 		$143K Buy
+24,935
New +$144K ﹤0.01% 1093

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's UGP Position: Q2 2025 in Review

Simplicity Wealth sold out of Ultrapar (UGP) in Q2 2025, closing a stake of 22,348 shares — an estimated $68.8K sold.

Simplicity Wealth first reported a position in UGP in Q1 2024 and held it in 3 quarters. The position peaked at $143K in Q1 2024. 126 funds tracked by Wall St. Rank hold UGP as of Q2 2025.

  • Simplicity Wealth reported no remaining Ultrapar position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 22,348 Ultrapar shares in Q2 2025, an estimated $68.8K.
  • Simplicity Wealth first reported a position in Ultrapar in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Ultrapar position peaked at $143K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Ultrapar as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.