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HFM Investment Advisors’s Ulta Beauty ULTA Stock Holding History

HFM Investment Advisors’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 		$3.16K Buy
7
+3
+75% +$1.52K ﹤0.01% 290
2026
Q1 		$2.09K Hold
4
– – ﹤0.01% 224
2025
Q4 		$2.42K Hold
4
– – ﹤0.01% 264
2025
Q3 		$2.19K Hold
4
– – ﹤0.01% 178
2025
Q2 		$1.87K Buy
+4
New +$1.65K ﹤0.01% 197

Other funds holding ULTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HFM Investment Advisors's ULTA Position: Q2 2026 in Review

HFM Investment Advisors increased its Ulta Beauty (ULTA) stake by 75% in Q2 2026, buying an estimated $1.52K and bringing the position to 7 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

HFM Investment Advisors first reported a position in ULTA in Q2 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Ulta Beauty worth $3.16K as of Q2 2026.
  • HFM Investment Advisors bought 3 Ulta Beauty shares in Q2 2026, an estimated $1.52K.
  • Ulta Beauty made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • HFM Investment Advisors first reported a position in Ulta Beauty in Q2 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.