SEC 13F Intelligence

Elevate Capital Advisors, LLC / ULTA

Elevate Capital Advisors, LLC’s Ulta Beauty Inc Position

Does Elevate Capital Advisors, LLC own Ulta Beauty Inc (ULTA)? Not currently — the last reported position was 6.9K shares worth $3M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2024
Shares
6.9K
% of Portfolio
+2.64%
Quarters Held
1
position exited

Position History ULTA

Reported value by quarter
Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20246.9K$3M+2.64%

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