Wright Investors Service’s Ulta Beauty ULTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Sell
2025
Q2
$1.65M Buy
2022
Q2
Sell
2022
Q1
$228K Buy
2021
Q4
Sell
2021
Q3
$428K Buy
2019
Q3
Sell
2019
Q2
$451K Sell
2019
Q1
$605K Sell
2018
Q4
$496K Sell
2018
Q3
$573K Buy