Wealthstream Advisors’s Ultrapar UGP Stock Holding History

Wealthstream 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
2025 Q3	$61.3K	Buy	14,955 +914	+7%	+$3.11K	0.01%	200
2025 Q2	$46.1K	Buy	+14,041	New	+$42.6K	0.01%	183

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthstream Advisors's UGP Position: Q3 2025 in Review

Wealthstream Advisors increased its Ultrapar (UGP) stake by 6.5% in Q3 2025, buying an estimated $3.11K and bringing the position to 14,955 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #200.

Wealthstream Advisors first reported a position in UGP in Q2 2025 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold UGP as of Q3 2025.

Wealthstream Advisors held 14,955 shares of Ultrapar worth $61.3K as of Q3 2025.
Wealthstream Advisors bought 914 Ultrapar shares in Q3 2025, an estimated $3.11K.
Ultrapar made up 0.01% of Wealthstream Advisors's portfolio in Q3 2025, its #200 holding.
Wealthstream Advisors first reported a position in Ultrapar in Q2 2025 and has held it in 2 quarters since.
123 funds tracked by Wall St. Rank held Ultrapar as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.