Mirabella Financial Services’s Ulta Beauty ULTA Stock Holding History

Mirabella Financial Services’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 Q2	$231K	Buy	512 +106	+26%	+$53.8K	0.02%	571
2026 Q1	$212K	Buy	+406	New	+$258K	0.02%	755
2025 Q3	–	Sell	-2,245	Closed	-$1.05M	–	308
2025 Q2	$1.05M	Sell	2,245 -1,808	-45%	-$748K	0.11%	128
2025 Q1	$1.49M	Buy	+4,053	New	+$1.54M	0.03%	199
2023 Q4	–	Sell	-907	Closed	-$362K	–	596
2023 Q3	$362K	Buy	+907	New	+$397K	0.05%	260
2023 Q2	–	Sell	-2,839	Closed	-$2.62M	–	667
2023 Q1	$2.62M	Buy	2,839 +2,371	+507%	+$1.22M	0.4%	64
2022 Q4	$220K	Buy	+468	New	+$202K	0.02%	308
2021 Q4	–	Sell	-1,805	Closed	-$651K	–	606
2021 Q3	$651K	Buy	+1,805	New	+$652K	0.09%	209

Other funds holding ULTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mirabella Financial Services's ULTA Position: Q2 2026 in Review

Mirabella Financial Services increased its Ulta Beauty (ULTA) stake by 26% in Q2 2026, buying an estimated $53.8K and bringing the position to 512 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #571.

Mirabella Financial Services first reported a position in ULTA in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.62M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

Mirabella Financial Services held 512 shares of Ulta Beauty worth $231K as of Q2 2026.
Mirabella Financial Services bought 106 Ulta Beauty shares in Q2 2026, an estimated $53.8K.
Ulta Beauty made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #571 holding.
Mirabella Financial Services first reported a position in Ulta Beauty in Q3 2021 and has held it in 8 quarters since.
Mirabella Financial Services's Ulta Beauty position peaked at $2.62M in Q1 2023.
1,019 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.