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Disclosery

Epoch Investment Partners, Inc.: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on ULTA, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 213,017 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,017 shares
    Change vs previous 13F -744 shares

    0.55% of the 13F portfolio, value $96,066,407.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 213,761 shares
    Change vs previous 13F -78,155 shares

    0.68% of the 13F portfolio, value $111,735,012.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 291,916 shares
    Change vs previous 13F -14,094 shares

    1% of the 13F portfolio, value $176,612,099.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 306,010 shares
    Change vs previous 13F -51,019 shares

    0.92% of the 13F portfolio, value $167,310,967.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 357,029 shares
    Change vs previous 13F +2,061 shares

    0.86% of the 13F portfolio, value $167,025,306.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 354,968 shares
    Change vs previous 13F -7,539 shares

    0.67% of the 13F portfolio, value $130,109,970.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 362,507 shares
    Change vs previous 13F +11,241 shares

    0.76% of the 13F portfolio, value $157,665,170.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 351,266 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $136,684,625.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).