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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ogorek Anthony Joseph's ULTA Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Ulta Beauty (ULTA) position steady in Q1 2026 at 10 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Ogorek Anthony Joseph first reported a position in ULTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $6K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Ogorek Anthony Joseph held 10 shares of Ulta Beauty worth $5K as of Q1 2026.
  • Ogorek Anthony Joseph left its Ulta Beauty share count unchanged in Q1 2026.
  • Ulta Beauty made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #500 holding.
  • Ogorek Anthony Joseph first reported a position in Ulta Beauty in Q1 2023 and has held it in 13 quarters since.
  • Ogorek Anthony Joseph's Ulta Beauty position peaked at $6K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.