UGP β€” ULTRAPAR PARTICIPACOES SA

Ownership history in FINANCIAL CONSULATE, INC  Β·  1 quarter on record

AI Ownership Summary

FINANCIAL CONSULATE, INC reported ULTRAPAR PARTICIPACOES SA (UGP) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows UGP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FINANCIAL CONSULATE, INC's position in ULTRAPAR PARTICIPACOES SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UGP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FINANCIAL CONSULATE, INC held UGP β€” position size vs. price
% of Fund (quarterly)    UGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 471 β€” β€” 0.00% $3K 2026-04-21 $5.89

FAQ About FINANCIAL CONSULATE, INC and UGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has FINANCIAL CONSULATE, INC reported owning UGP?

FINANCIAL CONSULATE, INC reported UGP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported UGP position in FINANCIAL CONSULATE, INC's portfolio?

The largest reported portfolio weight for UGP was 0.00% in 2026 Q1.

What is the latest reported UGP position on this page?

The most recent filing on this page is 2026 Q1, when FINANCIAL CONSULATE, INC reported 471 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this UGP ownership page compare?

The chart compares FINANCIAL CONSULATE, INC's quarterly UGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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