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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
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

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Elevation Wealth Partners's ULTA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Ulta Beauty (ULTA) stake by 275% in Q2 2026, buying an estimated $16.8K and bringing the position to 45 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #589.

Elevation Wealth Partners first reported a position in ULTA in Q2 2024 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Elevation Wealth Partners held 45 shares of Ulta Beauty worth $20.3K as of Q2 2026.
  • Elevation Wealth Partners bought 33 Ulta Beauty shares in Q2 2026, an estimated $16.8K.
  • Ulta Beauty made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #589 holding.
  • Elevation Wealth Partners first reported a position in Ulta Beauty in Q2 2024 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.