Rothwell Investment Advisors, LLC’s Ulta Beauty ULTA Stock Holding History

Rothwell Investment Advisors, 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	$141K	Buy	+259	New	+$134K	0.08%	230

Other funds holding ULTA

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ULTA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ulta Beauty (ULTA) in Q3 2026: 259 shares worth $141K. The stake represents 0.08% of the portfolio and ranks #230 among its holdings.

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

Rothwell Investment Advisors, LLC held 259 shares of Ulta Beauty worth $141K as of Q3 2026.
Ulta Beauty was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ulta Beauty made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #230 holding.
564 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.