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Cyrus J. Lawrence’s Ulta Beauty ULTA Stock Holding History

Cyrus J. Lawrence’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-165
Closed -$71K – 160
2024
Q4 		$71K Hold
165
– – 0.01% 103
2024
Q3 		$64K Sell
165
-15,027
-99% -$5.64M 0.01% 108
2024
Q2 		$5.86M Sell
15,192
-296
-2% -$120K 1.19% 37
2024
Q1 		$8.1M Buy
+15,488
New +$8M 1.8% 26
2023
Q3 		$6.34M Sell
15,877
-19
-0.1% -$8.31K 1.74% 29
2023
Q2 		$7.48M Buy
15,896
+292
+2% +$143K 1.62% 23
2023
Q1 		$8.52M Sell
15,604
-368
-2% -$189K 2.48% 12
2022
Q4 		$7.49M Sell
15,972
-203
-1% -$87.5K 2.24% 20
2022
Q3 		$6.49M Sell
16,175
-275
-2% -$111K 1.28% 28
2022
Q2 		$6.34M Sell
16,450
-651
-4% -$259K 1.83% 27
2022
Q1 		$6.81M Buy
+17,101
New +$6.44M 1.56% 32

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cyrus J. Lawrence's ULTA Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Ulta Beauty (ULTA) in Q1 2025, closing a stake of 165 shares — an estimated $71K sold.

Cyrus J. Lawrence first reported a position in ULTA in Q1 2022 and held it in 11 quarters. The position peaked at $8.52M in Q1 2023. 953 funds tracked by Wall St. Rank hold ULTA as of Q1 2025.

  • Cyrus J. Lawrence reported no remaining Ulta Beauty position as of Q1 2025 after selling out during the quarter.
  • Cyrus J. Lawrence sold 165 Ulta Beauty shares in Q1 2025, an estimated $71K.
  • Cyrus J. Lawrence first reported a position in Ulta Beauty in Q1 2022 and held it in 11 quarters.
  • Cyrus J. Lawrence's Ulta Beauty position peaked at $8.52M in Q1 2023.
  • 953 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.