Action Point Financial Planning’s Ulta Beauty ULTA Stock Holding History

Action Point Financial Planning’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 Q2	$13.5K	Buy	+32	New	+$16.2K	﹤0.01%	1321

Other funds holding ULTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Action Point Financial Planning's ULTA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ulta Beauty (ULTA) in Q2 2026: 32 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

1,017 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

Action Point Financial Planning held 32 shares of Ulta Beauty worth $13.5K as of Q2 2026.
Ulta Beauty was a new Action Point Financial Planning position in Q2 2026.
Ulta Beauty made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1321 holding.
1,017 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.