Position in ULTA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$990,535
-$155,958 QoQ
Shares Held
1,895
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 72.55936675461741.ToString("F0")%
Shared 0.ToString("F0")%
None 27.440633245382585.ToString("F0")%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $25,294,212 across 2 Specialty Retail names. ULTA ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
133,295 | $24,303,677 | |
| 2 | ULTA |
Ulta Beauty, Inc.
This page
|
1,895 | $990,535 |
All Filings in ULTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $990,535 | 1,895 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,146,493 | 1,895 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,036,091 | 1,895 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $818,685 | 1,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $641,445 | 1,750 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $839,414 | 1,930 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,261,527 | 3,242 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $944,223 | 2,447 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||