SEC 13F Intelligence

Groesbeck Investment Management Corp /Nj/ / ULTA

Groesbeck Investment Management Corp /Nj/’s Ulta Beauty Inc Position

Does Groesbeck Investment Management Corp /Nj/ own Ulta Beauty Inc (ULTA)? Yes1.2K shares worth $630,000 (+1.23% of its 13F portfolio) as of Q1 2026.

Position Value
$630,000
Q1 2026
Shares
1.2K
% of Portfolio
+1.23%
Quarters Held
27
currently held

Position History ULTA

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $869,000Q4 ’19: $809,000Q2 ’20: $508,000Q2 ’20Q3 ’20: $357,000Q4 ’20: $416,000Q1 ’21: $380,000Q2 ’21: $422,000Q2 ’21Q3 ’21: $440,000Q4 ’21: $503,000Q1 ’22: $486,000Q2 ’22: $470,000Q2 ’22Q3 ’22: $470,000Q4 ’22: $572,000Q1 ’23: $671,000Q2 ’23: $567,000Q2 ’23Q3 ’23: $481,000Q4 ’23: $590,000Q1 ’24: $630,000Q2 ’24: $571,000Q2 ’24Q3 ’24: $576,000Q4 ’24: $524,000Q1 ’25: $442,000Q3 ’25: $659,000Q3 ’25Q4 ’25: $729,000Q1 ’26: $630,000filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.2K$630,000+1.23%
Q4 20251.2K$729,000+1.38%
Q3 20251.2K$659,000+1.29%
Q1 20251.2K$442,000+0.62%
Q4 20241.2K$524,000+0.68%
Q3 20241.5K$576,000+0.85%
Q2 20241.5K$571,000+0.79%
Q1 20241.2K$630,000+0.67%
Q4 20231.2K$590,000+0.82%
Q3 20231.2K$481,000+0.73%
Q2 20231.2K$567,000+0.86%
Q1 20231.2K$671,000+1.01%
Q4 20221.2K$572,000+0.96%
Q3 20221.2K$470,000+0.78%
Q2 20221.2K$470,000+0.78%
Q1 20221.2K$486,000+0.54%
Q4 20211.2K$503,000+0.64%
Q3 20211.2K$440,000+0.51%
Q2 20211.2K$422,000+0.54%
Q1 20211.2K$380,000+0.55%
Q4 20201.4K$416,000+0.68%
Q3 20201.6K$357,000+0.67%
Q2 20202.5K$508,000+1.01%
Q4 20193.2K$809,000+0.60%
Q3 20193.5K$869,000+0.65%
Q2 20193.4K$1M+0.95%
Q1 20193.5K$1M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Groesbeck Investment Management Corp /Nj/’s full portfolio or all institutional holders of ULTA.