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Wilkerson Advisory Group LLC

Position in ULTA — Ulta Beauty, Inc.

CIK 2079661 COLUMBIA, MO

Position in ULTA

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$2,705
-$14,021 QoQ
Shares Held
6
-81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#951
of 1,014 holders
Holding Since
Dec 2025
3 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, 2026

Wilkerson Advisory Group LLC holds $16,329 across 5 Specialty Retail names. ULTA ranks #3 (16.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ULTA
Ulta Beauty, Inc.
This page
6 $2,705

All Filings in ULTA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,705 6
2026-03-31 $16,726 32
2025-12-31 $20,570 34