AA
ULTA icon

Ancora Advisors’s Ulta Beauty ULTA Stock Holding History

Ancora Advisors’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
Q1 		$75.3K Buy
144
+77
+115% +$49K ﹤0.01% 997
2025
Q4 		$40.5K Buy
67
+32
+91% +$17.6K ﹤0.01% 1218
2025
Q3 		$19.1K Hold
35
– – ﹤0.01% 1249
2025
Q2 		$16.4K Hold
35
– – ﹤0.01% 1270
2025
Q1 		$12.8K Buy
35
+1
+3% +$381 ﹤0.01% 1281
2024
Q4 		$14.8K Buy
+34
New +$13.2K ﹤0.01% 1271
2023
Q2 		– Sell
-57
Closed -$31.1K – 1917
2023
Q1 		$31.1K Buy
+57
New +$29.3K ﹤0.01% 1020
2021
Q3 		– Sell
-3
Closed -$1K – 2301
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1898
2021
Q1 		$1K Hold
3
– – ﹤0.01% 1699
2020
Q4 		$1K Buy
+3
New +$759 ﹤0.01% 1434

Other funds holding ULTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ancora Advisors's ULTA Position: Q1 2026 in Review

Ancora Advisors increased its Ulta Beauty (ULTA) stake by 115% in Q1 2026, buying an estimated $49K and bringing the position to 144 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Ancora Advisors first reported a position in ULTA in Q4 2020 and has held it in 10 quarters since. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Ancora Advisors held 144 shares of Ulta Beauty worth $75.3K as of Q1 2026.
  • Ancora Advisors bought 77 Ulta Beauty shares in Q1 2026, an estimated $49K.
  • Ulta Beauty made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #997 holding.
  • Ancora Advisors first reported a position in Ulta Beauty in Q4 2020 and has held it in 10 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.