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Kiker Wealth Management’s Ulta Beauty ULTA Stock Holding History

Kiker 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
2025
Q3 		– Sell
-30
Closed -$14K – 616
2025
Q2 		$14K Buy
+30
New +$12.4K 0.01% 323

Other funds holding ULTA

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kiker Wealth Management's ULTA Position: Q3 2025 in Review

Kiker Wealth Management sold out of Ulta Beauty (ULTA) in Q3 2025, closing a stake of 30 shares — an estimated $14K sold.

Kiker Wealth Management first reported a position in ULTA in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold ULTA as of Q3 2025.

  • Kiker Wealth Management reported no remaining Ulta Beauty position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 30 Ulta Beauty shares in Q3 2025, an estimated $14K.
  • Kiker Wealth Management first reported a position in Ulta Beauty in Q2 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Ulta Beauty position peaked at $14K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.