Position in UGP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$977,233
-$131,852 QoQ
Shares Held
194,668
-3.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#43
of 178 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $13,132,376 across 5 Oil & Gas Refining & Marketing names. UGP ranks #3 (7.4% of the industry book) .
All Filings in UGP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,233 | 194,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,109,085 | 201,286 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $667,372 | 177,022 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $738,643 | 180,157 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $511,817 | 156,042 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $306,814 | 99,615 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $643,242 | 244,579 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,098,998 | 283,247 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $719,138 | 183,923 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,260,316 | 220,335 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $588,736 | 108,623 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $72,089 | 19,643 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||