Aaron Wealth Advisors LLC

Position in ULTA — Ulta Beauty, Inc.

CIK 1812198 Chicago, IL

Position in ULTA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$478,489

-$851,807 QoQ

Shares Held

1,061

-58.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#608

of 1,014 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $4,762,130 across 5 Specialty Retail names. ULTA ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	2,199	$1,747,743
2	FIVE	Five Below, Inc	5,717	$1,027,859
3	WSM	Williams Sonoma Inc	3,419	$796,968
4	BBY	Best Buy Co Inc	9,371	$711,071
5	ULTA	Ulta Beauty, Inc. This page	1,061	$478,489

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,489	1,061	-58.3%	Shares	Sole	2026-07-16
2026-03-31	$1,330,296	2,545	-23.3%	Shares	Sole	2026-04-21
2025-12-31	$2,008,633	3,320	-0.2%	Shares	Sole	2026-01-21
2025-09-30	$1,819,037	3,327	+215.1%	Shares	Sole	2025-10-03
2025-06-30	$494,017	1,056	+26.6%	Shares	Sole	2025-07-09
2025-03-31	$305,694	834	+70.9%	Shares	Sole	2025-04-28
2024-12-31	$212,245	488	-11.6%	Shares	Sole	2025-01-15
2024-09-30	$214,794	552	-99.0%	Shares	Sole	2024-10-17
2022-03-31	$136,000	54,157	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.