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Equibles

Plante Moran Financial Advisors, LLC

Position in ULTA — Ulta Beauty, Inc.

CIK 1424717 SOUTHFIELD, MI
Back to ULTA Full portfolio

Position in ULTA

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$14,113
-$2,222 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in ULTA Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Mar 31, 2026

Plante Moran Financial Advisors, LLC holds $154,802 across 4 Specialty Retail names. ULTA ranks #3 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSM
Williams Sonoma Inc
 594 $108,304
2 MUSA
Murphy USA Inc.
 65 $32,108
3 ULTA
Ulta Beauty, Inc.
This page 		27 $14,113
4 CHPT
ChargePoint Holdings, Inc.
 57 $277

All Filings in ULTA

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,113 27
2025-12-31 $16,335 27
2025-09-30 $14,762 27
2025-06-30 $12,631 27
2025-03-31 $9,896 27
2024-12-31 $11,743 27
2024-09-30 $10,506 27
2024-06-30 $10,418 27
2024-03-31 $14,117 27
2023-12-31 $13,229 27
2023-09-30 $10,785 27
2023-06-30 $12,706 27
2023-03-31 $14,733 27
2022-12-31 $12,664 27
2022-09-30 $10,832 27
2022-06-30 $20,815 54
2022-03-31 $10,751 27
2021-12-31 $23,091 56
2021-09-30 $9,744 27
2021-06-30 $9,335 27
2021-03-31 $14,221 46
2020-12-31 $8,901 31
2020-09-30 $6,943 31

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