James T. Borello
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James T. Borello’s Ulta Beauty ULTA Stock Holding History

James T. Borello’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
Q3 		$13.1K Buy
24
+4
+20% +$2.07K ﹤0.01% 532
2026
Q2 		$9.02K Sell
20
-5
-20% -$2.54K ﹤0.01% 627
2026
Q1 		$13.1K Hold
25
– – ﹤0.01% 483
2025
Q4 		$15.1K Hold
25
– – ﹤0.01% 326
2025
Q3 		$13.7K Buy
25
+5
+25% +$2.56K ﹤0.01% 267
2025
Q2 		$9.36K Buy
+20
New +$8.27K ﹤0.01% 211

Other funds holding ULTA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

James T. Borello's ULTA Position: Q3 2026 in Review

James T. Borello increased its Ulta Beauty (ULTA) stake by 20% in Q3 2026, buying an estimated $2.07K and bringing the position to 24 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

James T. Borello first reported a position in ULTA in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q4 2025. 380 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

  • James T. Borello held 24 shares of Ulta Beauty worth $13.1K as of Q3 2026.
  • James T. Borello bought 4 Ulta Beauty shares in Q3 2026, an estimated $2.07K.
  • Ulta Beauty made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #532 holding.
  • James T. Borello first reported a position in Ulta Beauty in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's Ulta Beauty position peaked at $15.1K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.