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Elevation Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Elevation Wealth Partners’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
Q3 		$36K Buy
66
+21
+47% +$10.9K 0.01% 477
2026
Q2 		$20.3K Buy
45
+33
+275% +$16.8K 0.01% 589
2026
Q1 		$6.27K Hold
12
– – ﹤0.01% 641
2025
Q4 		$7.26K Hold
12
– – ﹤0.01% 544
2025
Q3 		$6.56K Buy
+12
New +$6.15K ﹤0.01% 441
2024
Q3 		– Sell
-9
Closed -$3.47K – 539
2024
Q2 		$3.47K Buy
+9
New +$3.66K ﹤0.01% 411

Other funds holding ULTA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Elevation Wealth Partners's ULTA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ulta Beauty (ULTA) stake by 47% in Q3 2026, buying an estimated $10.9K and bringing the position to 66 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #477.

Elevation Wealth Partners first reported a position in ULTA in Q2 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

  • Elevation Wealth Partners held 66 shares of Ulta Beauty worth $36K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Ulta Beauty shares in Q3 2026, an estimated $10.9K.
  • Ulta Beauty made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #477 holding.
  • Elevation Wealth Partners first reported a position in Ulta Beauty in Q2 2024 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.