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SHP Wealth Management’s Ulta Beauty ULTA Stock Holding History

SHP Wealth Management’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 		$5.84K Buy
11
+2
+22% +$1.27K ﹤0.01% 1035
2025
Q4 		$5.55K Buy
+9
New +$4.95K ﹤0.01% 963

Other funds holding ULTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

SHP Wealth Management's ULTA Position: Q1 2026 in Review

SHP Wealth Management increased its Ulta Beauty (ULTA) stake by 22% in Q1 2026, buying an estimated $1.27K and bringing the position to 11 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

SHP Wealth Management first reported a position in ULTA in Q4 2025 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • SHP Wealth Management held 11 shares of Ulta Beauty worth $5.84K as of Q1 2026.
  • SHP Wealth Management bought 2 Ulta Beauty shares in Q1 2026, an estimated $1.27K.
  • Ulta Beauty made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1035 holding.
  • SHP Wealth Management first reported a position in Ulta Beauty in Q4 2025 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.