Prestige Wealth Management Group LLC
Position in ULTA — Ulta Beauty, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in ULTA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,407
-$5,103 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Prestige Wealth Management Group LLC holds $65,625 across 11 Specialty Retail names. ULTA ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
This page
|
62 | $32,407 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
155 | $7,021 | |
| 3 | BBY |
Best Buy Co Inc
|
106 | $6,805 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
30 | $5,948 | |
| 5 | MUSA |
Murphy USA Inc.
|
12 | $5,927 | |
| 6 | CASY |
Caseys General Stores Inc
|
7 | $5,095 | |
| 7 | EYE |
National Vision Holdings, Inc.
|
39 | $1,010 | |
| 8 | RH |
Rh
|
6 | $838 |
All Filings in ULTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,407 | 62 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $37,510 | 62 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $33,898 | 62 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $29,003 | 62 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $22,725 | 62 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $26,965 | 62 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $10,894 | 28 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $10,804 | 28 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $15,686 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $14,698 | 30 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $14,379 | 36 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $26,824 | 57 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $31,102 | 57 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $38,463 | 82 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,884 | 72 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $27,753 | 72 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,866 | 75 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $30,924 | 75 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $27,068 | 75 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $25,932 | 75 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $23,186 | 75 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $55,421 | 193 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $171,120 | 764 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $145,852 | 717 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,069 | 63 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||