Meriwether Wealth & Planning’s Ulta Beauty ULTA Stock Holding History

Meriwether Wealth & Planning’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	$1.64K	Buy	+3	New	+$1.55K	﹤0.01%	676

Other funds holding ULTA

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Meriwether Wealth & Planning's ULTA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Ulta Beauty (ULTA) in Q3 2026: 3 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

236 funds tracked by Wall St. Rank hold ULTA as of Q3 2026.

Meriwether Wealth & Planning held 3 shares of Ulta Beauty worth $1.64K as of Q3 2026.
Ulta Beauty was a new Meriwether Wealth & Planning position in Q3 2026.
Ulta Beauty made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #676 holding.
236 funds tracked by Wall St. Rank held Ulta Beauty as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.