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IFP Advisors’s Ulta Beauty ULTA Stock Holding History

IFP 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
2016
Q4 		– Sell
-300
Closed -$71K – 4139
2016
Q3 		$71K Buy
+300
New +$75.8K ﹤0.01% 1594

Other funds holding ULTA

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

IFP Advisors's ULTA Position: Q2 2026 in Review

IFP Advisors reduced its Ulta Beauty (ULTA) stake by 35% in Q2 2026, selling an estimated $223K and leaving 822 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1182.

IFP Advisors first reported a position in ULTA in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.04M in Q4 2021. 252 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • IFP Advisors held 822 shares of Ulta Beauty worth $371K as of Q2 2026.
  • IFP Advisors sold 439 Ulta Beauty shares in Q2 2026, an estimated $223K.
  • Ulta Beauty made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1182 holding.
  • IFP Advisors first reported a position in Ulta Beauty in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Ulta Beauty position peaked at $5.04M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.