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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by Marshall Financial Group 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of ULTA by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−365−100.0%Sold outHolders
Q4 2025365$220.8K<0.1%−69−15.9%ReducedHolders
Q3 2025434$237.3K<0.1%−10−2.3%ReducedHolders
Q2 2025444$211.3K<0.1%+444NewHolders
Q1 20250$00.0%−487−100.0%Sold outHolders
Q4 2024487$211.8K0.1%+487NewHolders