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Decker Retirement Planning’s Ulta Beauty ULTA Stock Holding History

Decker Retirement 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
2026
Q2 		$564 Buy
+1
New +$508 ﹤0.01% 397
2025
Q1 		– Sell
-2
Closed -$870 – 583
2024
Q4 		$870 Buy
+2
New +$775 ﹤0.01% 510

Other funds holding ULTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Decker Retirement Planning's ULTA Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Ulta Beauty (ULTA) in Q2 2026: 1 share worth $564. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in ULTA as recently as Q4 2024.

Decker Retirement Planning first reported a position in ULTA in Q4 2024 and has held it in 2 quarters since. The position peaked at $870 in Q4 2024. 136 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Decker Retirement Planning held 1 share of Ulta Beauty worth $564 as of Q2 2026.
  • Ulta Beauty was a new Decker Retirement Planning position in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #397 holding.
  • Decker Retirement Planning first reported a position in Ulta Beauty in Q4 2024 and has held it in 2 quarters since.
  • Decker Retirement Planning's Ulta Beauty position peaked at $870 in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.