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Future You Wealth’s Ulta Beauty ULTA Stock Holding History

Future You Wealth’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
2025
Q2 		$242K Buy
3,907
+7
+0.2% +$2.9K 0.13% 52
2025
Q1 		$232K Hold
3,900
– – 0.15% 44
2024
Q4 		$221K Buy
+3,900
New +$1.51M 0.16% 46

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Future You Wealth's ULTA Position: Q2 2025 in Review

Future You Wealth increased its Ulta Beauty (ULTA) stake by 0.18% in Q2 2025, buying an estimated $2.9K and bringing the position to 3,907 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #52.

Future You Wealth first reported a position in ULTA in Q4 2024 and has held it in 3 quarters since. 1,034 funds tracked by Wall St. Rank hold ULTA as of Q2 2025.

  • Future You Wealth held 3,907 shares of Ulta Beauty worth $242K as of Q2 2025.
  • Future You Wealth bought 7 Ulta Beauty shares in Q2 2025, an estimated $2.9K.
  • Ulta Beauty made up 0.13% of Future You Wealth's portfolio in Q2 2025, its #52 holding.
  • Future You Wealth first reported a position in Ulta Beauty in Q4 2024 and has held it in 3 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.