Y.D. More Investments’s Ulta Beauty ULTA Stock Holding History

Y.D. More Investments’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	$1.49M	Hold	3,300	–	–	0.05%	107
2026 Q1	$1.72M	Sell	3,300 -968	-23%	-$616K	0.07%	82
2025 Q4	$2.58M	Buy	4,268 +50	+1%	+$27.5K	0.12%	73
2025 Q3	$2.31M	Sell	4,218 -250	-6%	-$128K	0.13%	78
2025 Q2	$2.09M	Hold	4,468	–	–	0.14%	80
2025 Q1	$1.64M	Buy	4,468 +1,200	+37%	+$457K	0.14%	88
2024 Q4	$1.42M	Sell	3,268 -1,560	-32%	-$604K	0.13%	94
2024 Q3	$1.88M	Sell	4,828 -1,197	-20%	-$449K	0.2%	82
2024 Q2	$2.32M	Sell	6,025 -1,470	-20%	-$598K	0.24%	64
2024 Q1	$3.92M	Sell	7,495 -190	-2%	-$98.1K	0.69%	37
2023 Q4	$3.77M	Buy	7,685 +1,700	+28%	+$717K	0.72%	36
2023 Q3	$2.39M	Buy	5,985 +363	+6%	+$159K	0.46%	47
2023 Q2	$2.65M	Buy	5,622 +5,322	+1,774%	+$2.61M	0.61%	31
2023 Q1	$164K	Buy	+300	New	+$154K	0.04%	144

Other funds holding ULTA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Y.D. More Investments's ULTA Position: Q2 2026 in Review

Y.D. More Investments held its Ulta Beauty (ULTA) position steady in Q2 2026 at 3,300 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #107.

Y.D. More Investments first reported a position in ULTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.92M in Q1 2024. 1,024 funds tracked by Wall St. Rank hold ULTA as of Q2 2026.

Y.D. More Investments held 3,300 shares of Ulta Beauty worth $1.49M as of Q2 2026.
Y.D. More Investments left its Ulta Beauty share count unchanged in Q2 2026.
Ulta Beauty made up 0.05% of Y.D. More Investments's portfolio in Q2 2026, its #107 holding.
Y.D. More Investments first reported a position in Ulta Beauty in Q1 2023 and has held it in 14 quarters since.
Y.D. More Investments's Ulta Beauty position peaked at $3.92M in Q1 2024.
1,024 funds tracked by Wall St. Rank held Ulta Beauty as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.