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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HFM Investment Advisors's ULTA Position: Q1 2026 in Review

HFM Investment Advisors held its Ulta Beauty (ULTA) position steady in Q1 2026 at 4 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

HFM Investment Advisors first reported a position in ULTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.42K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • HFM Investment Advisors held 4 shares of Ulta Beauty worth $2.09K as of Q1 2026.
  • HFM Investment Advisors left its Ulta Beauty share count unchanged in Q1 2026.
  • Ulta Beauty made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #224 holding.
  • HFM Investment Advisors first reported a position in Ulta Beauty in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Ulta Beauty position peaked at $2.42K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.