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Superior Planning, LLC’s Ulta Beauty ULTA Stock Holding History

Superior Planning, LLC’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.28K Buy
+6
New +$3.11K ﹤0.01% 1370

Other funds holding ULTA

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Superior Planning, LLC's ULTA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ulta Beauty (ULTA) in Q3 2026: 6 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

779 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

  • Superior Planning, LLC held 6 shares of Ulta Beauty worth $3.28K as of Q3 2026.
  • Ulta Beauty was a new Superior Planning, LLC position in Q3 2026.
  • Ulta Beauty made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1370 holding.
  • 779 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.