Ray Dalio's ULTA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 465 shares of Ulta Beauty, Inc. (ULTA) worth $254,239, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in ULTA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 58,024 shares. Largest reduction occurred in Q3 2025, reducing 58,104 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Ulta Beauty (ULTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ulta Beauty (ULTA) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +5,900 | New Buy | 5,900 | $119.49 |
| Q4 2013 | +4,000 | Add 67.80% | 9,900 | $96.57 |
| Q1 2014 | -9,900 | Sold Out | 9,900 | $0.00 |
| Q3 2016 | +1,000 | New Buy | 1,000 | $238.00 |
| Q4 2016 | -1,000 | Sold Out | 1,000 | $0.00 |
| Q2 2018 | +861 | New Buy | 861 | $233.45 |
| Q3 2018 | -861 | Sold Out | 861 | $0.00 |
| Q4 2018 | +996 | New Buy | 996 | $244.98 |
| Q1 2019 | -996 | Sold Out | 996 | $0.00 |
| Q2 2019 | +4,782 | New Buy | 4,782 | $346.93 |
| Q3 2019 | -3,006 | Reduce 62.86% | 1,776 | $250.56 |
| Q4 2019 | -1,776 | Sold Out | 1,776 | $0.00 |
| Q3 2021 | +944 | New Buy | 944 | $361.23 |
| Q4 2021 | -944 | Sold Out | 944 | $0.00 |
| Q2 2022 | +1,140 | New Buy | 1,140 | $385.09 |
| Q3 2022 | +2,405 | Add 210.96% | 3,545 | $401.13 |
| Q4 2022 | -3,545 | Sold Out | 3,545 | $0.00 |
| Q1 2023 | +9,741 | New Buy | 9,741 | $545.67 |
| Q2 2023 | +28,327 | Add 290.80% | 38,068 | $470.59 |
| Q3 2023 | +6,095 | Add 16.01% | 44,163 | $399.45 |
| Q4 2023 | -40,584 | Reduce 91.90% | 3,579 | $489.99 |
| Q1 2024 | +21,578 | Add 602.91% | 25,157 | $522.88 |
| Q2 2024 | +37,331 | Add 148.39% | 62,488 | $385.87 |
| Q3 2024 | -30,173 | Reduce 48.29% | 32,315 | $389.12 |
| Q4 2024 | -31,770 | Reduce 98.31% | 545 | $434.93 |
| Q1 2025 | -545 | Sold Out | 545 | $0.00 |
| Q2 2025 | +58,569 | New Buy | 58,569 | $467.82 |
| Q3 2025 | -58,104 | Reduce 99.21% | 465 | $546.75 |
Ray Dalio's Ulta Beauty Investment FAQs
Ray Dalio first purchased Ulta Beauty, Inc. (ULTA) in Q3 2013, acquiring 5,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Ulta Beauty, Inc. (ULTA) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Ulta Beauty, Inc. (ULTA) was in Q2 2025, adding 58,569 shares worth $27.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 465 shares of Ulta Beauty, Inc. (ULTA), valued at approximately $254,239. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ulta Beauty, Inc. (ULTA) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Ulta Beauty, Inc. (ULTA) was 62,488 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.