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Mosley Wealth Management’s Ulta Beauty ULTA Stock Holding History

Mosley 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
Q2 		$2.25K Hold
5
– – ﹤0.01% 486
2026
Q1 		$2.73K Buy
+5
New +$3.18K ﹤0.01% 371

Other funds holding ULTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosley Wealth Management's ULTA Position: Q2 2026 in Review

Mosley Wealth Management held its Ulta Beauty (ULTA) position steady in Q2 2026 at 5 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Mosley Wealth Management first reported a position in ULTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.73K in Q1 2026. 560 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Mosley Wealth Management held 5 shares of Ulta Beauty worth $2.25K as of Q2 2026.
  • Mosley Wealth Management left its Ulta Beauty share count unchanged in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Mosley Wealth Management first reported a position in Ulta Beauty in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Ulta Beauty position peaked at $2.73K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.