Moran Wealth Management, LLC

Position in ULTA — Ulta Beauty, Inc.

CIK 1965334 Naples, FL

Position in ULTA

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$7,290,235

-$868,324 QoQ

Shares Held

13,947

+3.4% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 99.921129992113.ToString("F0")% Shared 0.07887000788700078.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Moran Wealth Management, LLC holds $67,395,258 across 4 Specialty Retail names. ULTA ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc	172,560	$31,462,863
2	CASY	Caseys General Stores Inc	28,627	$20,836,447
3	MUSA	Murphy USA Inc.	15,802	$7,805,713
4	ULTA	Ulta Beauty, Inc. This page	13,947	$7,290,235

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,290,235	13,947	+3.4%	Shares	Defined	2026-04-27
2025-12-31	$8,158,559	13,485	+4.1%	Shares	Defined	2026-01-26
2025-09-30	$7,082,599	12,954	+7.6%	Shares	Sole	2025-10-23
2025-06-30	$5,633,955	12,043	-21.7%	Shares	Sole	2025-07-28
2025-03-31	$5,636,651	15,378	+2.3%	Shares	Defined	2025-04-23
2024-12-31	$6,540,912	15,039	+4.4%	Shares	Sole	2025-02-07
2024-09-30	$5,605,662	14,406	+18.1%	Shares	Sole	2024-11-08
2024-06-30	$4,706,456	12,197	+36.2%	Shares	Sole	2024-08-13
2024-03-31	$4,682,390	8,955	-4.0%	Shares	Sole	2024-05-15
2023-12-31	$4,570,626	9,328	-6.2%	Shares	Sole	2024-02-08
2023-09-30	$3,971,331	9,942	+197.9%	Shares	Sole	2023-11-13
2023-06-30	$1,570,392	3,337	-2.3%	Shares	Sole	2023-08-10
2023-03-31	$1,864,554	3,417	+9.3%	Shares	Sole	2023-05-10
2022-12-31	$1,466,781	3,127	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.