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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ULTA overviewAll 13F holders of ULTAFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$6.31K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2021
Holdings of ULTA by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$6.31K<0.1%00.0%UnchangedHolders
Q1 202614$7.32K<0.1%00.0%UnchangedHolders
Q4 202514$8.47K<0.1%+14NewHolders
Q4 20220$00.0%−20−100.0%Sold outHolders
Q3 202220$8.00K<0.1%00.0%UnchangedHolders
Q2 202220$8.00K<0.1%+20NewHolders
Q3 20210$00.0%−40−100.0%Sold outHolders
Q2 202140$14.0K<0.1%+40NewHolders