Clear Creek Financial Management’s Ulta Beauty ULTA Stock Holding History

Clear Creek Financial Management’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	$460K	Buy	880 +48	+6%	+$30.5K	0.04%	408
2025 Q4	$503K	Sell	832 -18	-2%	-$9.89K	0.04%	385
2025 Q3	$465K	Sell	850 -62	-7%	-$31.8K	0.04%	378
2025 Q2	$427K	Sell	912 -92	-9%	-$38K	0.04%	373
2025 Q1	$368K	Buy	1,004 +172	+21%	+$65.6K	0.04%	359
2024 Q4	$362K	Buy	832 +35	+4%	+$13.6K	0.04%	350
2024 Q3	$310K	Sell	797 -6	-0.7%	-$2.25K	0.04%	338
2024 Q2	$310K	Buy	803 +100	+14%	+$40.6K	0.04%	333
2024 Q1	$368K	Buy	+703	New	+$363K	0.05%	291
2020 Q1	–	Sell	-1,503	Closed	-$426K	–	194
2019 Q4	$426K	Buy	+1,503	New	+$367K	0.17%	77

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

Clear Creek Financial Management's ULTA Position: Q1 2026 in Review

Clear Creek Financial Management increased its Ulta Beauty (ULTA) stake by 5.8% in Q1 2026, buying an estimated $30.5K and bringing the position to 880 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #408.

Clear Creek Financial Management first reported a position in ULTA in Q4 2019 and has held it in 10 quarters since. The position peaked at $503K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

Clear Creek Financial Management held 880 shares of Ulta Beauty worth $460K as of Q1 2026.
Clear Creek Financial Management bought 48 Ulta Beauty shares in Q1 2026, an estimated $30.5K.
Ulta Beauty made up 0.04% of Clear Creek Financial Management's portfolio in Q1 2026, its #408 holding.
Clear Creek Financial Management first reported a position in Ulta Beauty in Q4 2019 and has held it in 10 quarters since.
Clear Creek Financial Management's Ulta Beauty position peaked at $503K in Q4 2025.
1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.