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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by RMR Wealth Builders, 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)
1,019
Value
$459.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ULTA by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,019$459.5K<0.1%−34−3.2%ReducedHolders
Q1 20261,053$550.4K<0.1%+17+1.6%AddedHolders
Q4 20251,036$626.8K0.1%+58+5.9%AddedHolders
Q3 2025978$534.7K<0.1%+8+0.8%AddedHolders
Q2 2025970$453.8K<0.1%00.0%UnchangedHolders
Q1 2025970$355.5K<0.1%+31+3.3%AddedHolders
Q4 2024939$408.4K<0.1%−2,723−74.4%ReducedHolders
Q3 20243,662$1.42M0.2%+35+1.0%AddedHolders
Q2 20243,627$1.40M0.2%+678+23.0%AddedHolders
Q1 20242,949$1.54M0.2%+236+8.7%AddedHolders
Q4 20232,713$1.33M0.2%+605+28.7%AddedHolders
Q3 20232,108$842.0K0.1%+1,138+117.3%AddedHolders
Q2 2023970$456.5K0.1%−10−1.0%ReducedHolders
Q1 2023980$534.8K0.1%+3+0.3%AddedHolders
Q4 2022977$458.3K0.1%+38+4.0%AddedHolders
Q3 2022939$377.0K0.1%+132+16.4%AddedHolders
Q2 2022807$311.0K0.1%00.0%UnchangedHolders
Q1 2022807$321.0K0.1%+807NewHolders
Q4 20210$00.0%−807−100.0%Sold outHolders
Q3 2021807$291.0K0.1%00.0%UnchangedHolders
Q2 2021807$279.0K0.1%00.0%UnchangedHolders
Q1 2021807$250.0K0.1%––Holders

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