What smart money is saying about Ulta Beauty
ULTA
No fund has written a full thesis on Ulta Beauty in our archive, but 2 fund letters report a position in it — most recently Artemis US Extended Alpha Fund in March 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q4 2025 and Q1 2026, 2 fund letters reported a position in Ulta Beauty — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- March 2026
“We exited the position in Ulta Beauty, after a surge higher in its share price pushed its valuation up to our target.”
Ulta Beauty - New positionClearbridge Global Growth StrategyDecember 2025
“In addition to the transactions mentioned above, we added positions in Walmart and PT Unilever in consumer staples, MTU Aero Engines, Ferguson, Eaton and Sandvik in industrials, Ulta Beauty in consumer discretionary, Johnson & Johnson and CG Oncology in health care, Nu Holdings in financials and Amphenol in IT.”
Ulta Beauty
Read the letters behind these Ulta Beauty positions
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