Evelyn Partners Investment Management Services’s Ulta Beauty ULTA Stock Holding History

Evelyn Partners Investment Management Services’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	$22K	Buy	+42	New	+$26.7K	﹤0.01%	217

Other funds holding ULTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's ULTA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Ulta Beauty (ULTA) in Q1 2026: 42 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

1,093 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

Evelyn Partners Investment Management Services held 42 shares of Ulta Beauty worth $22K as of Q1 2026.
Ulta Beauty was a new Evelyn Partners Investment Management Services position in Q1 2026.
Ulta Beauty made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #217 holding.
1,093 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.