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Angeles Wealth Management’s Ulta Beauty ULTA Stock Holding History

Angeles 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
2026
Q1 		$466K Buy
891
+52
+6% +$33.1K 0.03% 243
2025
Q4 		$508K Buy
839
+28
+3% +$15.4K 0.03% 208
2025
Q3 		$443K Buy
811
+6
+0.7% +$3.07K 0.03% 197
2025
Q2 		$377K Buy
+805
New +$333K 0.03% 221

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

Angeles Wealth Management's ULTA Position: Q1 2026 in Review

Angeles Wealth Management increased its Ulta Beauty (ULTA) stake by 6.2% in Q1 2026, buying an estimated $33.1K and bringing the position to 891 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #243.

Angeles Wealth Management first reported a position in ULTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $508K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Angeles Wealth Management held 891 shares of Ulta Beauty worth $466K as of Q1 2026.
  • Angeles Wealth Management bought 52 Ulta Beauty shares in Q1 2026, an estimated $33.1K.
  • Ulta Beauty made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Angeles Wealth Management first reported a position in Ulta Beauty in Q2 2025 and has held it in 4 quarters since.
  • Angeles Wealth Management's Ulta Beauty position peaked at $508K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.