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Regal Investment Advisors’s Ulta Beauty ULTA Stock Holding History

Regal Investment Advisors’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
2023
Q3 		– Sell
-100
Closed -$47.1K – 538
2023
Q2 		$47.1K Buy
+100
New +$49K ﹤0.01% 504

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

Regal Investment Advisors's ULTA Position: Q1 2026 in Review

Regal Investment Advisors reduced its Ulta Beauty (ULTA) stake by 9.8% in Q1 2026, selling an estimated $401K and leaving 5,792 shares worth $3.03M. The position accounts for 0.17% of the portfolio, ranked #142.

Regal Investment Advisors first reported a position in ULTA in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.61M in Q4 2024. 1,091 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Regal Investment Advisors held 5,792 shares of Ulta Beauty worth $3.03M as of Q1 2026.
  • Regal Investment Advisors sold 631 Ulta Beauty shares in Q1 2026, an estimated $401K.
  • Ulta Beauty made up 0.17% of Regal Investment Advisors's portfolio in Q1 2026, its #142 holding.
  • Regal Investment Advisors first reported a position in Ulta Beauty in Q4 2019 and has held it in 22 quarters since.
  • Regal Investment Advisors's Ulta Beauty position peaked at $5.61M in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.