SEC 13F Intelligence

Bnc Wealth Management, LLC / ULTA

Bnc Wealth Management, LLC’s Ulta Beauty Inc Position

Does Bnc Wealth Management, LLC own Ulta Beauty Inc (ULTA)? Not currently — the last reported position was 5.0K shares worth $2M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2023
Shares
5.0K
% of Portfolio
+1.26%
Quarters Held
1
position exited

Position History ULTA

Reported value by quarter
Q2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20235.0K$2M+1.26%

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