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Atwood & Palmer’s Ulta Beauty ULTA Stock Holding History

Atwood & Palmer’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 		$13.7K Hold
25
– – ﹤0.01% 377
2026
Q2 		$11.3K Sell
25
-3
-11% -$1.52K ﹤0.01% 367
2026
Q1 		$14.6K Hold
28
– – ﹤0.01% 351
2025
Q4 		$16.9K Hold
28
– – ﹤0.01% 339
2025
Q3 		$15.3K Hold
28
– – ﹤0.01% 353
2025
Q2 		$13.1K Hold
28
– – ﹤0.01% 364
2025
Q1 		$10.3K Hold
28
– – ﹤0.01% 328
2024
Q4 		$12.2K Hold
28
– – ﹤0.01% 327
2024
Q3 		$10.9K Hold
28
– – ﹤0.01% 331
2024
Q2 		$10.8K Buy
28
+3
+12% +$1.22K ﹤0.01% 333
2024
Q1 		$13.1K Hold
25
– – ﹤0.01% 297
2023
Q4 		$12.3K Hold
25
– – ﹤0.01% 307
2023
Q3 		$9.99K Hold
25
– – ﹤0.01% 308
2023
Q2 		$11.8K Hold
25
– – ﹤0.01% 307
2023
Q1 		$13.6K Sell
25
-15
-38% -$7.7K ﹤0.01% 286
2022
Q4 		$18.8K Hold
40
– – ﹤0.01% 288
2022
Q3 		$16K Hold
40
– – ﹤0.01% 284
2022
Q2 		$15K Sell
40
-20
-33% -$7.95K ﹤0.01% 308
2022
Q1 		$24K Hold
60
– – ﹤0.01% 300
2021
Q4 		$25K Hold
60
– – ﹤0.01% 298
2021
Q3 		$22K Hold
60
– – ﹤0.01% 294
2021
Q2 		$21K Hold
60
– – ﹤0.01% 292
2021
Q1 		$19K Sell
60
-40
-40% -$12.4K ﹤0.01% 303
2020
Q4 		$29K Hold
100
– – ﹤0.01% 242
2020
Q3 		$22K Hold
100
– – ﹤0.01% 227
2020
Q2 		$20K Hold
100
– – ﹤0.01% 227
2020
Q1 		$18K Buy
+100
New +$24.9K ﹤0.01% 227

Other funds holding ULTA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Atwood & Palmer's ULTA Position: Q3 2026 in Review

Atwood & Palmer held its Ulta Beauty (ULTA) position steady in Q3 2026 at 25 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Atwood & Palmer first reported a position in ULTA in Q1 2020 and has held it in 27 quarters since. The position peaked at $29K in Q4 2020. 28 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

  • Atwood & Palmer held 25 shares of Ulta Beauty worth $13.7K as of Q3 2026.
  • Atwood & Palmer left its Ulta Beauty share count unchanged in Q3 2026.
  • Ulta Beauty made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #377 holding.
  • Atwood & Palmer first reported a position in Ulta Beauty in Q1 2020 and has held it in 27 quarters since.
  • Atwood & Palmer's Ulta Beauty position peaked at $29K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.