Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2024   Q4 0 0.00 Sell 100.00% 0.04 $331.74–447.67 · VW $386.57i SEC
2024   Q3 11,330 0.04 Add 17.90% <0.01 $318.17–413.88 · VW $369.83i $4,408,730 SEC
2024   Q2 9,610 0.03 Add 16.20% <0.01 $375.31–529.67 · VW $413.10i $3,708,211 SEC
2024   Q1 8,270 0.03 Add 7.26% <0.01 $464.81–574.76 · VW $521.56i $4,324,218 SEC
2023   Q4 7,710 0.03 Buy 0.03 $368.02–497.41 · VW $425.80i $3,777,823 SEC
Price snapshot:
Current price$473.33
52-week low$443.60
52-week high$714.97