SEC 13F Intelligence

Sierra Legacy Group / ULTA

Sierra Legacy Group’s Ulta Beauty Inc Position

Does Sierra Legacy Group own Ulta Beauty Inc (ULTA)? Yes — 2.6K shares worth $1M (+1.04% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
2.6K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History ULTA

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.6K$1M+1.04%
Q4 20252.6K$2M+1.16%
Q3 20252.6K$1M+1.06%
Q2 20252.6K$1M+0.95%
Q1 20252.8K$1M+0.95%
Q4 20242.8K$1M+1.14%

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