SEC 13F Intelligence

Janney Capital Management LLC / ULTA

Janney Capital Management LLC’s Ulta Beauty Inc Position

Does Janney Capital Management LLC own Ulta Beauty Inc (ULTA)? Yes17.6K shares worth $11M (+0.67% of its 13F portfolio) as of Q4 2025, down from 17.8K shares the prior filed quarter.

Position Value
$11M
Q4 2025
Shares
17.6K
% of Portfolio
+0.67%
Quarters Held
25
currently held

Position History ULTA

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $10MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $9MQ3 ’25: $10MQ4 ’25: $11MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202517.6K$11M+0.67%
Q3 202517.8K$10M+0.61%
Q2 202518.3K$9M+0.55%
Q1 202518.7K$7M+0.47%
Q4 202418.9K$8M+0.54%
Q3 202419.6K$8M+0.51%
Q2 202419.8K$8M+0.54%
Q1 202420.4K$11M+0.71%
Q4 202321.0K$10M+0.69%
Q3 202321.2K$8M+0.65%
Q2 202321.3K$10M+0.69%
Q1 202321.5K$12M+0.88%
Q4 202221.6K$10M+0.72%
Q3 202222.0K$9M+0.72%
Q2 202222.3K$9M+0.69%
Q1 202230.0K$12M+0.85%
Q4 202130.2K$12M+0.81%
Q3 202130.8K$11M+0.75%
Q2 202131.4K$11M+0.69%
Q1 202132.0K$10M+0.66%
Q4 202024.9K$7M+0.50%
Q3 202025.4K$6M+0.39%
Q2 202017.8K$4M+0.25%
Q1 202017.9K$3M+0.24%
Q4 201919.1K$5M+0.26%

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