David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Ulta Beauty, Inc. (ULTA)
← All ULTA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 2.41 $222.00–269.89 · VW $244.10i SEC
2019   Q3 108,539 2.41 Reduce 38.14% 1.96 $224.66–368.83 · VW $271.64i $27,203,000 SEC
2019   Q2 175,473 5.15 Reduce 16.75% 0.90 $304.04–365.54 · VW $340.93i $60,868,000 SEC
2019   Q1 210,774 5.37 Reduce 1.88% 0.07 $239.31–351.43 · VW $306.29i $73,503,000 SEC
2018   Q4 214,810 3.49 Add 22.89% 0.65 $224.43–322.49 · VW $277.11i $52,593,000 SEC
2018   Q3 174,795 2.47 Buy 2.47 $228.38–290.30 · VW $259.17i $49,312,000 SEC
Price snapshot:
Current price$473.33
52-week low$443.60
52-week high$714.97