True Wealth Design’s Ultrapar UGP Stock Holding History

True Wealth Design’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	$327	Sell	65 -7	-10%	-$39	﹤0.01%	2330
2026 Q1	$397	Buy	72 +13	+22%	+$63	﹤0.01%	2134
2025 Q4	$223	Buy	59 +2	+4%	+$8	﹤0.01%	2204
2025 Q3	$234	Buy	57 +37	+185%	+$126	﹤0.01%	2265
2025 Q2	$66	Hold	20	–	–	﹤0.01%	2331
2025 Q1	$62	Sell	20 -5	-20%	-$14	﹤0.01%	2331
2024 Q4	$66	Sell	25 -19	-43%	-$63	﹤0.01%	1300
2024 Q3	$171	Sell	44 -4	-8%	-$16	﹤0.01%	1206
2024 Q2	$188	Buy	48 +6	+14%	+$29	﹤0.01%	750
2024 Q1	$241	Buy	42 +20	+91%	+$115	﹤0.01%	733
2023 Q4	$120	Hold	22	–	–	﹤0.01%	730
2023 Q3	$81	Hold	22	–	–	﹤0.01%	727
2023 Q2	$87	Hold	22	–	–	﹤0.01%	729
2023 Q1	$61	Buy	22 +2	+10%	+$5	﹤0.01%	828
2022 Q4	$48	Buy	+20	New	+$50	﹤0.01%	777

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

True Wealth Design's UGP Position: Q2 2026 in Review

True Wealth Design reduced its Ultrapar (UGP) stake by 9.7% in Q2 2026, selling an estimated $39 and leaving 65 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

True Wealth Design first reported a position in UGP in Q4 2022 and has held it in 15 quarters since. The position peaked at $397 in Q1 2026. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

True Wealth Design held 65 shares of Ultrapar worth $327 as of Q2 2026.
True Wealth Design sold 7 Ultrapar shares in Q2 2026, an estimated $39.
Ultrapar made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2330 holding.
True Wealth Design first reported a position in Ultrapar in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Ultrapar position peaked at $397 in Q1 2026.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.