BWS
ULTA icon

Buck Wealth Strategies’s Ulta Beauty ULTA Stock Holding History

Buck Wealth Strategies’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
Q2 		$1.8K Buy
+4
New +$2.03K ﹤0.01% 872
2023
Q2 		– Sell
-20
Closed -$10.9K – 280
2023
Q1 		$10.9K Buy
+20
New +$10.3K 0.01% 105

Other funds holding ULTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Buck Wealth Strategies's ULTA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Ulta Beauty (ULTA) in Q2 2026: 4 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in ULTA as recently as Q1 2023.

Buck Wealth Strategies first reported a position in ULTA in Q1 2023 and has held it in 2 quarters since. The position peaked at $10.9K in Q1 2023. 1,028 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Buck Wealth Strategies held 4 shares of Ulta Beauty worth $1.8K as of Q2 2026.
  • Ulta Beauty was a new Buck Wealth Strategies position in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #872 holding.
  • Buck Wealth Strategies first reported a position in Ulta Beauty in Q1 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Ulta Beauty position peaked at $10.9K in Q1 2023.
  • 1,028 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.