Stuart Chaussee & Associates’s Ulta Beauty ULTA Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-14	Closed	-$7.66K	–	137
2025 Q3	$7.66K	Hold	14	–	–	﹤0.01%	155
2025 Q2	$6.55K	Hold	14	–	–	﹤0.01%	161
2025 Q1	$5.13K	Hold	14	–	–	﹤0.01%	173
2024 Q4	$6.09K	Hold	14	–	–	﹤0.01%	162
2024 Q3	$5.45K	Hold	14	–	–	﹤0.01%	149
2024 Q2	$5.4K	Hold	14	–	–	﹤0.01%	148
2024 Q1	$7.32K	Hold	14	–	–	﹤0.01%	135
2023 Q4	$6.86K	Hold	14	–	–	﹤0.01%	127
2023 Q3	$5.59K	Hold	14	–	–	﹤0.01%	114
2023 Q2	$6.59K	Hold	14	–	–	﹤0.01%	109
2023 Q1	$7.64K	Hold	14	–	–	﹤0.01%	103
2022 Q4	$6.57K	Hold	14	–	–	﹤0.01%	121
2022 Q3	$6K	Hold	14	–	–	0.01%	118
2022 Q2	$5K	Hold	14	–	–	0.01%	129
2022 Q1	$6K	Hold	14	–	–	﹤0.01%	140
2021 Q4	$6K	Buy	+14	New	+$5.44K	﹤0.01%	150

Other funds holding ULTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stuart Chaussee & Associates's ULTA Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Ulta Beauty (ULTA) in Q4 2025, closing a stake of 14 shares — an estimated $7.66K sold.

Stuart Chaussee & Associates first reported a position in ULTA in Q4 2021 and held it in 16 quarters. The position peaked at $7.66K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold ULTA as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Ulta Beauty position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 14 Ulta Beauty shares in Q4 2025, an estimated $7.66K.
Stuart Chaussee & Associates first reported a position in Ulta Beauty in Q4 2021 and held it in 16 quarters.
Stuart Chaussee & Associates's Ulta Beauty position peaked at $7.66K in Q3 2025.
1,121 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.