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Abich Financial Wealth Management’s Ulta Beauty ULTA Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$30.6K Buy
+56
New +$28.7K 0.01% 366
2024
Q3 		– Sell
-1
Closed -$386 – 811
2024
Q2 		$386 Buy
+1
New +$406 ﹤0.01% 727

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's ULTA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Ulta Beauty (ULTA) in Q3 2025: 56 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ULTA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in ULTA in Q2 2024 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold ULTA as of Q3 2025.

  • Abich Financial Wealth Management held 56 shares of Ulta Beauty worth $30.6K as of Q3 2025.
  • Ulta Beauty was a new Abich Financial Wealth Management position in Q3 2025.
  • Ulta Beauty made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #366 holding.
  • Abich Financial Wealth Management first reported a position in Ulta Beauty in Q2 2024 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.