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Migdal Insurance & Financial Holdings’s Ulta Beauty ULTA Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-91
Closed -$55K – 429
2025
Q4 		$55K Buy
+91
New +$50K ﹤0.01% 271
2019
Q1 		– Sell
-229
Closed -$56K – 755
2018
Q4 		$56K Buy
+229
New +$63.3K ﹤0.01% 526

Other funds holding ULTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ULTA Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Ulta Beauty (ULTA) in Q1 2026, closing a stake of 91 shares — an estimated $55K sold.

Migdal Insurance & Financial Holdings first reported a position in ULTA in Q4 2018 and held it in 2 quarters. The position peaked at $56K in Q4 2018. 1,093 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Migdal Insurance & Financial Holdings reported no remaining Ulta Beauty position as of Q1 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 91 Ulta Beauty shares in Q1 2026, an estimated $55K.
  • Migdal Insurance & Financial Holdings first reported a position in Ulta Beauty in Q4 2018 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Ulta Beauty position peaked at $56K in Q4 2018.
  • 1,093 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.