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Ogorek Anthony Joseph’s Ulta Beauty ULTA Stock Holding History

Ogorek Anthony Joseph’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 		$4K Hold
10
– – ﹤0.01% 531
2026
Q1 		$5K Hold
10
– – ﹤0.01% 500
2025
Q4 		$6K Hold
10
– – ﹤0.01% 469
2025
Q3 		$5K Hold
10
– – ﹤0.01% 506
2025
Q2 		$4K Hold
10
– – ﹤0.01% 512
2025
Q1 		$3K Hold
10
– – ﹤0.01% 534
2024
Q4 		$4K Hold
10
– – ﹤0.01% 261
2024
Q3 		$3K Hold
10
– – ﹤0.01% 245
2024
Q2 		$3K Hold
10
– – ﹤0.01% 246
2024
Q1 		$5K Hold
10
– – ﹤0.01% 238
2023
Q4 		$4K Hold
10
– – ﹤0.01% 253
2023
Q3 		$3K Hold
10
– – ﹤0.01% 240
2023
Q2 		$4K Hold
10
– – ﹤0.01% 224
2023
Q1 		$5K Buy
+10
New +$5.13K ﹤0.01% 216

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ogorek Anthony Joseph's ULTA Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Ulta Beauty (ULTA) position steady in Q2 2026 at 10 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Ogorek Anthony Joseph first reported a position in ULTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $6K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Ogorek Anthony Joseph held 10 shares of Ulta Beauty worth $4K as of Q2 2026.
  • Ogorek Anthony Joseph left its Ulta Beauty share count unchanged in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #531 holding.
  • Ogorek Anthony Joseph first reported a position in Ulta Beauty in Q1 2023 and has held it in 14 quarters since.
  • Ogorek Anthony Joseph's Ulta Beauty position peaked at $6K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.