David Rolfe - Wedgewood Partners Inc
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 2.41 SEC
2019   Q3 108,539 2.41 Reduce 38.14% 1.96 $250.63 $27,203,000 SEC
2019   Q2 175,473 5.15 Reduce 16.75% 0.90 $346.88 $60,868,000 SEC
2019   Q1 210,774 5.37 Reduce 1.88% 0.07 $348.73 $73,503,000 SEC
2018   Q4 214,810 3.49 Add 22.89% 0.65 $244.83 $52,593,000 SEC
2018   Q3 174,795 2.47 Buy 2.47 $282.11 $49,312,000 SEC