Position in ULTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,281,958
New position
Shares Held
5,060
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#360
of 1,019 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Clean Yield Group holds $2,775,177 across 4 Specialty Retail names. ULTA ranks #1 (82.2% of the industry book) .
All Filings in ULTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,281,958 | 5,060 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||