Beech Hill Advisors’s Ulta Beauty ULTA Stock Holding History

Beech Hill 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 Q3	$1.81M	Buy	3,317 +142	+4%	+$73.6K	0.82%	48
2026 Q2	$1.43M	Sell	3,175 -2	-0.1%	-$1.02K	0.63%	60
2026 Q1	$1.66M	Buy	3,177 +43	+1%	+$27.4K	0.83%	51
2025 Q4	$1.9M	Sell	3,134 -500	-14%	-$275K	0.91%	48
2025 Q3	$1.99M	Sell	3,634 -805	-18%	-$412K	0.93%	45
2025 Q2	$2.08M	Sell	4,439 -2,492	-36%	-$1.03M	0.93%	48
2025 Q1	$2.54M	Sell	6,931 -57	-0.8%	-$21.7K	1.01%	43
2024 Q4	$3.04M	Buy	+6,988	New	+$2.71M	1.14%	34

Other funds holding ULTA

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beech Hill Advisors's ULTA Position: Q3 2026 in Review

Beech Hill Advisors increased its Ulta Beauty (ULTA) stake by 4.5% in Q3 2026, buying an estimated $73.6K and bringing the position to 3,317 shares worth $1.81M. The position accounts for 0.82% of the portfolio, ranked #48.

Beech Hill Advisors first reported a position in ULTA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.04M in Q4 2024. 564 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

Beech Hill Advisors held 3,317 shares of Ulta Beauty worth $1.81M as of Q3 2026.
Beech Hill Advisors bought 142 Ulta Beauty shares in Q3 2026, an estimated $73.6K.
Ulta Beauty made up 0.82% of Beech Hill Advisors's portfolio in Q3 2026, its #48 holding.
Beech Hill Advisors first reported a position in Ulta Beauty in Q4 2024 and has held it in 8 quarters since.
Beech Hill Advisors's Ulta Beauty position peaked at $3.04M in Q4 2024.
564 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Beech Hill Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.