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Planning Strategies Inc.’s Ulta Beauty ULTA Stock Holding History

Planning Strategies Inc.’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 		$451 Buy
+1
New +$508 ﹤0.01% 878

Other funds holding ULTA

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ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Planning Strategies Inc.'s ULTA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ulta Beauty (ULTA) in Q2 2026: 1 share worth $451. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings.

327 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Ulta Beauty worth $451 as of Q2 2026.
  • Ulta Beauty was a new Planning Strategies Inc. position in Q2 2026.
  • Ulta Beauty made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #878 holding.
  • 327 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.