Sagespring Wealth Partners’s Ulta Beauty ULTA Stock Holding History

Sagespring Wealth Partners’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	$327K	Buy	626 +177	+39%	+$113K	0.01%	628
2025 Q4	$272K	Sell	449 -38	-8%	-$20.9K	﹤0.01%	655
2025 Q3	$266K	Buy	+487	New	+$250K	0.01%	641
2025 Q2	–	Sell	-625	Closed	-$229K	–	734
2025 Q1	$229K	Buy	625 +30	+5%	+$11.4K	0.01%	603
2024 Q4	$259K	Buy	+595	New	+$231K	0.01%	517

Other funds holding ULTA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sagespring Wealth Partners's ULTA Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Ulta Beauty (ULTA) stake by 39% in Q1 2026, buying an estimated $113K and bringing the position to 626 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #628.

Sagespring Wealth Partners first reported a position in ULTA in Q4 2024 and has held it in 5 quarters since. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

Sagespring Wealth Partners held 626 shares of Ulta Beauty worth $327K as of Q1 2026.
Sagespring Wealth Partners bought 177 Ulta Beauty shares in Q1 2026, an estimated $113K.
Ulta Beauty made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #628 holding.
Sagespring Wealth Partners first reported a position in Ulta Beauty in Q4 2024 and has held it in 5 quarters since.
1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.