Ausdal Financial Partners’s Ulta Beauty ULTA Stock Holding History

Ausdal Financial Partners’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	$440K	Buy	843 +54	+7%	+$34.3K	0.02%	631
2025 Q4	$478K	Sell	789 -15	-2%	-$8.25K	0.02%	567
2025 Q3	$439K	Buy	+804	New	+$412K	0.02%	598
2020 Q2	–	Sell	-1,044	Closed	-$217K	–	311
2020 Q1	$217K	Sell	1,044 -30	-3%	-$7.48K	0.08%	240
2019 Q4	$294K	Buy	1,074 +175	+19%	+$42.8K	0.09%	250
2019 Q3	$225K	Buy	+899	New	+$276K	0.08%	276
2016 Q1	–	Sell	-240	Closed	-$44K	–	975
2015 Q4	$44K	Buy	+240	New	+$41.5K	0.02%	496

Other funds holding ULTA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ausdal Financial Partners's ULTA Position: Q1 2026 in Review

Ausdal Financial Partners increased its Ulta Beauty (ULTA) stake by 6.8% in Q1 2026, buying an estimated $34.3K and bringing the position to 843 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #631.

Ausdal Financial Partners first reported a position in ULTA in Q4 2015 and has held it in 7 quarters since. The position peaked at $478K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

Ausdal Financial Partners held 843 shares of Ulta Beauty worth $440K as of Q1 2026.
Ausdal Financial Partners bought 54 Ulta Beauty shares in Q1 2026, an estimated $34.3K.
Ulta Beauty made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #631 holding.
Ausdal Financial Partners first reported a position in Ulta Beauty in Q4 2015 and has held it in 7 quarters since.
Ausdal Financial Partners's Ulta Beauty position peaked at $478K in Q4 2025.
1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.