Back to ULTA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ULTA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ULTA Position History
Ulta Beauty, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$9.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.8M |
| Q4 2025 | $9.2M |
| Q1 2026 | $8.3M |
| Q2 2026 | $6.4M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 17.2K | — | — |
| Q2 2026 | $6.4M | 15.8K | — | — |
| Q1 2026 | $8.3M | 17.8K | — | — |
| Q4 2025 | $9.2M | 14.0K | — | — |
| Q3 2025 | $7.8M | 14.0K | — | — |
Other funds holding ULTA
$2.7B
$2.4B
$1.9B
$1.2B
$1.2B
$1.1B