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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Y.D. More Investments's ULTA Position: Q1 2026 in Review

Y.D. More Investments reduced its Ulta Beauty (ULTA) stake by 23% in Q1 2026, selling an estimated $616K and leaving 3,300 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #82.

Y.D. More Investments first reported a position in ULTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.92M in Q1 2024. 1,090 funds tracked by Wall St. Rank hold ULTA as of Q1 2026.

Y.D. More Investments held 3,300 shares of Ulta Beauty worth $1.72M as of Q1 2026.
Y.D. More Investments sold 968 Ulta Beauty shares in Q1 2026, an estimated $616K.
Ulta Beauty made up 0.07% of Y.D. More Investments's portfolio in Q1 2026, its #82 holding.
Y.D. More Investments first reported a position in Ulta Beauty in Q1 2023 and has held it in 13 quarters since.
Y.D. More Investments's Ulta Beauty position peaked at $3.92M in Q1 2024.
1,090 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.