MISSION WEALTH MANAGEMENT, LP

Position in ULTA — Ulta Beauty, Inc.

CIK 1645382 Santa Barbara, CA

Position in ULTA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$254,352

+$2,929 QoQ

Shares Held

564

+17.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#720

of 1,014 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,625,534 across 6 Specialty Retail names. ULTA ranks #6 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	10,026	$760,772
2	WSM	Williams Sonoma Inc	2,481	$578,321
3	TSCO	Tractor Supply Co /De/	15,828	$500,323
4	FIVE	Five Below, Inc	1,521	$273,460
5	CASY	Caseys General Stores Inc	325	$258,306
6	ULTA	Ulta Beauty, Inc. This page	564	$254,352

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,352	564	+17.3%	Shares	Sole	2026-07-20
2026-03-31	$251,423	481	+4.8%	Shares	Sole	2026-05-15
2025-12-31	$277,699	459	-3.4%	Shares	Sole	2026-02-05
2025-09-30	$259,706	475	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$224,085	479	+20.1%	Shares	Sole	2025-08-05
2024-03-31	$208,629	399	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.