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Creative Planning ULTA Position History
Ulta Beauty, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$15.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $158K |
| Q3 2025 | $7.1M |
| Q4 2025 | $8.7M |
| Q1 2026 | $9.6M |
| Q2 2026 | $151K |
| Q2 2026 | $8.3M |
| Q3 2026 | $223K |
| Q3 2026 | $15.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.8M | 28.9K | — | — |
| Q3 2026 | $223K | 408 | — | — |
| Q2 2026 | $8.3M | 18.5K | — | — |
| Q2 2026 | $151K | 334 | — | — |
| Q1 2026 | $9.6M | 18.4K | — | — |
| Q4 2025 | $8.7M | 14.5K | — | — |
| Q3 2025 | $7.1M | 12.9K | — | — |
| Q3 2025 | $158K | 289 | — | — |
Other funds holding ULTA
$2.7B
$2.4B
$1.9B
$1.3B
$1.2B
$1.2B
$1.1B