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Cedar Mountain Advisors’s Ulta Beauty ULTA Stock Holding History

Cedar Mountain 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
Q2 		$7.22K Hold
16
– – ﹤0.01% 586
2026
Q1 		$8.36K Buy
16
+10
+167% +$6.36K ﹤0.01% 511
2025
Q4 		$3.63K Hold
6
– – ﹤0.01% 345
2025
Q3 		$3.28K Buy
+6
New +$3.07K ﹤0.01% 371

Other funds holding ULTA

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Cedar Mountain Advisors's ULTA Position: Q2 2026 in Review

Cedar Mountain Advisors held its Ulta Beauty (ULTA) position steady in Q2 2026 at 16 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Cedar Mountain Advisors first reported a position in ULTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.36K in Q1 2026. 252 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Cedar Mountain Advisors held 16 shares of Ulta Beauty worth $7.22K as of Q2 2026.
  • Cedar Mountain Advisors left its Ulta Beauty share count unchanged in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #586 holding.
  • Cedar Mountain Advisors first reported a position in Ulta Beauty in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Ulta Beauty position peaked at $8.36K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.