Creative Planning
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Creative Planning’s Ulta Beauty ULTA Stock Holding History

Creative Planning’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
2019
Q4 		– Sell
-2,000
Closed -$1K – 2115
2019
Q3 		$1K Buy
+2,000
New +$614K ﹤0.01% 1980

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 $3.37T AUM 44.26% 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

Creative Planning's ULTA Position: Q2 2026 in Review

Creative Planning increased its Ulta Beauty (ULTA) stake by 2.2% in Q2 2026, buying an estimated $204K and bringing the position to 18,825 shares worth $8.49M. The position accounts for 0.01% of the portfolio, ranked #1001.

Creative Planning first reported a position in ULTA in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.63M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Creative Planning held 18,825 shares of Ulta Beauty worth $8.49M as of Q2 2026.
  • Creative Planning bought 401 Ulta Beauty shares in Q2 2026, an estimated $204K.
  • Ulta Beauty made up 0.01% of Creative Planning's portfolio in Q2 2026, its #1001 holding.
  • Creative Planning first reported a position in Ulta Beauty in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Ulta Beauty position peaked at $9.63M in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.