Tempus Wealth Planning’s Ulta Beauty ULTA Stock Holding History

Tempus Wealth Planning’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	$657K	Buy	1,457 +4	+0.3%	+$2.03K	0.13%	162
2026 Q1	$759K	Buy	1,453 +20	+1%	+$12.7K	0.17%	146
2025 Q4	$867K	Sell	1,433 -21	-1%	-$11.5K	0.2%	130
2025 Q3	$795K	Hold	1,454	–	–	0.18%	137
2025 Q2	$680K	Buy	1,454 +200	+16%	+$82.7K	0.17%	136
2025 Q1	$460K	Buy	1,254 +131	+12%	+$49.9K	0.14%	155
2024 Q4	$488K	Buy	1,123 +172	+18%	+$66.6K	0.15%	148
2024 Q3	$370K	Buy	+951	New	+$357K	0.14%	153
2023 Q1	–	Sell	-532	Closed	-$250K	–	191
2022 Q4	$250K	Sell	532 -437	-45%	-$188K	0.15%	151
2022 Q3	$389K	Buy	+969	New	+$390K	0.26%	106

Other funds holding ULTA

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Tempus Wealth Planning's ULTA Position: Q2 2026 in Review

Tempus Wealth Planning increased its Ulta Beauty (ULTA) stake by 0.28% in Q2 2026, buying an estimated $2.03K and bringing the position to 1,457 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #162.

Tempus Wealth Planning first reported a position in ULTA in Q3 2022 and has held it in 10 quarters since. The position peaked at $867K in Q4 2025. 252 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

Tempus Wealth Planning held 1,457 shares of Ulta Beauty worth $657K as of Q2 2026.
Tempus Wealth Planning bought 4 Ulta Beauty shares in Q2 2026, an estimated $2.03K.
Ulta Beauty made up 0.13% of Tempus Wealth Planning's portfolio in Q2 2026, its #162 holding.
Tempus Wealth Planning first reported a position in Ulta Beauty in Q3 2022 and has held it in 10 quarters since.
Tempus Wealth Planning's Ulta Beauty position peaked at $867K in Q4 2025.
252 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.