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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by Creative Planning, 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)
18,825
Value
$8.49M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ULTA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,825$8.49M<0.1%+401+2.2%AddedHolders
Q1 202618,424$9.63M<0.1%+3,972+27.5%AddedHolders
Q4 202514,452$8.74M<0.1%+1,254+9.5%AddedHolders
Q3 202513,198$7.22M<0.1%+3,214+32.2%AddedHolders
Q2 20259,984$4.67M<0.1%−10,081−50.2%ReducedHolders
Q1 202520,065$7.35M<0.1%+3,876+23.9%AddedHolders
Q4 202416,189$7.04M<0.1%+1,415+9.6%AddedHolders
Q3 202414,774$5.75M<0.1%+6,730+83.7%AddedHolders
Q2 20248,044$3.10M<0.1%−650−7.5%ReducedHolders
Q1 20248,694$4.55M<0.1%+857+10.9%AddedHolders
Q4 20237,837$3.84M<0.1%+477+6.5%AddedHolders
Q3 20237,360$2.94M<0.1%+1,424+24.0%AddedHolders
Q2 20235,936$2.79M<0.1%+754+14.6%AddedHolders
Q1 20235,182$2.83M<0.1%+70+1.4%AddedHolders
Q4 20225,112$2.40M<0.1%−613−10.7%ReducedHolders
Q3 20225,725$2.30M<0.1%−571−9.1%ReducedHolders
Q2 20226,296$2.43M<0.1%−970−13.3%ReducedHolders
Q1 20227,266$2.89M<0.1%+5,443+298.6%AddedHolders
Q4 20211,823$752.0K<0.1%+299+19.6%AddedHolders
Q3 20211,524$550.0K<0.1%+149+10.8%AddedHolders
Q2 20211,375$475.0K<0.1%−109−7.3%ReducedHolders
Q1 20211,484$459.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.