Position in ULTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,263,306
+$973,071 QoQ
Shares Held
18,323
+31.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#198
of 1,020 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Moran Wealth Management, LLC holds $75,375,825 across 4 Specialty Retail names. ULTA ranks #3 (11.0% of the industry book) .
All Filings in ULTA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,263,306 | 18,323 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,290,235 | 13,947 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $8,158,559 | 13,485 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $7,082,599 | 12,954 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,633,955 | 12,043 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,636,651 | 15,378 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $6,540,912 | 15,039 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,605,662 | 14,406 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,706,456 | 12,197 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,682,390 | 8,955 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,570,626 | 9,328 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,971,331 | 9,942 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,570,392 | 3,337 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,864,554 | 3,417 | 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. | ||||||