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West Family Investments’s Ultrapar UGP Stock Holding History

West Family Investments’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 		$183K Hold
33,240
– – 0.06% 250
2025
Q4 		$125K Hold
33,240
– – 0.03% 344
2025
Q3 		$136K Hold
33,240
– – 0.03% 365
2025
Q2 		$109K Buy
33,240
+1,783
+6% +$5.41K 0.03% 355
2025
Q1 		$96.9K Buy
+31,457
New +$90.2K 0.04% 265
2022
Q3 		– Sell
-24,804
Closed -$58K – 261
2022
Q2 		$58K Sell
24,804
-1,014
-4% -$2.76K 0.02% 220
2022
Q1 		$78K Hold
25,818
– – 0.02% 285
2021
Q4 		$68K Buy
+25,818
New +$65.8K 0.02% 313

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

West Family Investments's UGP Position: Q1 2026 in Review

West Family Investments held its Ultrapar (UGP) position steady in Q1 2026 at 33,240 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #250.

West Family Investments first reported a position in UGP in Q4 2021 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold UGP as of Q1 2026.

  • West Family Investments held 33,240 shares of Ultrapar worth $183K as of Q1 2026.
  • West Family Investments left its Ultrapar share count unchanged in Q1 2026.
  • Ultrapar made up 0.06% of West Family Investments's portfolio in Q1 2026, its #250 holding.
  • West Family Investments first reported a position in Ultrapar in Q4 2021 and has held it in 8 quarters since.
  • 156 funds tracked by Wall St. Rank held Ultrapar as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.