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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by Marks Group Wealth Management, Inc, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2021
Holdings of ULTA by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−18,257−100.0%Sold outHolders
Q2 202418,257$7.04M0.7%+3,479+23.5%AddedHolders
Q1 202414,778$7.73M0.8%−54−0.4%ReducedHolders
Q4 202314,832$7.27M0.8%+143+1.0%AddedHolders
Q3 202314,689$5.87M0.7%+195+1.3%AddedHolders
Q2 202314,494$6.82M0.8%+180+1.3%AddedHolders
Q1 202314,314$7.81M1.0%−961−6.3%ReducedHolders
Q4 202215,275$7.17M1.0%−320−2.1%ReducedHolders
Q3 202215,595$6.26M1.0%+363+2.4%AddedHolders
Q2 202215,232$5.87M0.8%−1,613−9.6%ReducedHolders
Q1 202216,845$6.71M0.8%+1,218+7.8%AddedHolders
Q4 202115,627$6.44M0.8%−681−4.2%ReducedHolders
Q3 202116,308$5.87M0.8%−50.0%ReducedHolders
Q2 202116,313$5.63M0.8%+16,313NewHolders