Warren Buffett’s Ulta Beauty ULTA Stock Holding History

Warren Buffett’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
2024 Q4	–	Sell	-24,203	Closed	-$9.42M	–	40
2024 Q3	$9.42M	Sell	24,203 -665,903	-96%	-$250M	﹤0.01%	39
2024 Q2	$266M	Buy	+690,106	New	+$281M	0.1%	30

Other funds holding ULTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Warren Buffett's ULTA Position: Q4 2024 in Review

Warren Buffett sold out of Ulta Beauty (ULTA) in Q4 2024, closing a stake of 24,203 shares — an estimated $9.42M sold.

Warren Buffett first reported a position in ULTA in Q2 2024 and held it in 2 quarters. The position peaked at $266M in Q2 2024. 999 funds tracked by Wall St. Rank hold ULTA as of Q4 2024.

Warren Buffett reported no remaining Ulta Beauty position as of Q4 2024 after selling out during the quarter.
Warren Buffett sold 24,203 Ulta Beauty shares in Q4 2024, an estimated $9.42M.
Warren Buffett first reported a position in Ulta Beauty in Q2 2024 and held it in 2 quarters.
Warren Buffett's Ulta Beauty position peaked at $266M in Q2 2024.
999 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2024.

Based on Berkshire Hathaway's 13F filing for Q4 2024, filed 14 Feb 2025.