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Twin Peaks Wealth Advisors’s Ulta Beauty ULTA Stock Holding History

Twin Peaks Wealth 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
2026
Q1 		$13.6K Buy
+26
New +$16.5K ﹤0.01% 902
2025
Q3 		– Sell
-19
Closed -$9.8K – 2007
2025
Q2 		$9.8K Buy
+19
New +$7.86K ﹤0.01% 942

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

Twin Peaks Wealth Advisors's ULTA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ulta Beauty (ULTA) in Q1 2026: 26 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ULTA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ULTA in Q2 2025 and has held it in 2 quarters since. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 26 shares of Ulta Beauty worth $13.6K as of Q1 2026.
  • Ulta Beauty was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ulta Beauty made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #902 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ulta Beauty in Q2 2025 and has held it in 2 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.