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JPL Wealth Management’s Ulta Beauty ULTA Stock Holding History

JPL 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
2026
Q1 		$1.57K Buy
+3
New +$1.91K ﹤0.01% 1050
2025
Q4 		– Sell
-2
Closed -$1.09K – 1066
2025
Q3 		$1.09K Buy
+2
New +$1.02K ﹤0.01% 979

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

JPL Wealth Management's ULTA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Ulta Beauty (ULTA) in Q1 2026: 3 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ULTA as recently as Q3 2025.

JPL Wealth Management first reported a position in ULTA in Q3 2025 and has held it in 2 quarters since. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • JPL Wealth Management held 3 shares of Ulta Beauty worth $1.57K as of Q1 2026.
  • Ulta Beauty was a new JPL Wealth Management position in Q1 2026.
  • Ulta Beauty made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1050 holding.
  • JPL Wealth Management first reported a position in Ulta Beauty in Q3 2025 and has held it in 2 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.