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Pinnacle Financial Partners (Georgia)’s Ulta Beauty ULTA Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$662K Sell
1,468
-197
-12% -$100K ﹤0.01% 764
2026
Q1 		$870K Buy
1,665
+13
+0.8% +$8.27K 0.01% 650
2025
Q4 		$999K Buy
+1,652
New +$908K 0.01% 602

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State Street
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Vanguard Portfolio Management
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T. Rowe Price Associates
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Geode Capital Management
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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
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Pinnacle Financial Partners (Georgia)'s ULTA Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Ulta Beauty (ULTA) stake by 12% in Q2 2026, selling an estimated $100K and leaving 1,468 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Pinnacle Financial Partners (Georgia) first reported a position in ULTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $999K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 1,468 shares of Ulta Beauty worth $662K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 197 Ulta Beauty shares in Q2 2026, an estimated $100K.
  • Ulta Beauty made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #764 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Ulta Beauty in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Ulta Beauty position peaked at $999K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.