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Gitterman Wealth Management’s Ulta Beauty ULTA Stock Holding History

Gitterman Wealth Management’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
Q3 		– Sell
-4
Closed -$1.87K – 319
2025
Q2 		$1.87K Buy
+4
New +$1.65K ﹤0.01% 326
2023
Q4 		– Sell
-537
Closed -$215K – 110
2023
Q3 		$215K Buy
+537
New +$235K 0.1% 66

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's ULTA Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Ulta Beauty (ULTA) in Q3 2025, closing a stake of 4 shares — an estimated $1.87K sold.

Gitterman Wealth Management first reported a position in ULTA in Q3 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 1,061 funds tracked by Wall St. Rank hold ULTA as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Ulta Beauty position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4 Ulta Beauty shares in Q3 2025, an estimated $1.87K.
  • Gitterman Wealth Management first reported a position in Ulta Beauty in Q3 2023 and held it in 2 quarters.
  • Gitterman Wealth Management's Ulta Beauty position peaked at $215K in Q3 2023.
  • 1,061 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.