Ray Dalio's ULTA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 3,471 shares of Ulta Beauty, Inc. (ULTA) worth $1.81 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ULTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 58,569 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3,471 | New Buy | 3,471 | $522.71 |
| Q4 2025 | -465 | Sold Out | 0 | $0.00 |
| Q3 2025 | -58,104 | Reduce 99.21% | 465 | $546.75 |
| Q2 2025 | +58,569 | New Buy | 58,569 | $467.82 |
| Q1 2025 | -545 | Sold Out | 0 | $0.00 |
| Q4 2024 | -31,770 | Reduce 98.31% | 545 | $434.93 |
| Q3 2024 | -30,173 | Reduce 48.29% | 32,315 | $389.12 |
| Q2 2024 | +37,331 | Add 148.39% | 62,488 | $385.87 |
| Q1 2024 | +21,578 | Add 602.91% | 25,157 | $522.88 |
| Q4 2023 | -40,584 | Reduce 91.90% | 3,579 | $489.99 |
| Q3 2023 | +6,095 | Add 16.01% | 44,163 | $399.45 |
| Q2 2023 | +28,327 | Add 290.80% | 38,068 | $470.59 |
| Q1 2023 | +9,741 | New Buy | 9,741 | $545.67 |
| Q4 2022 | -3,545 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,405 | Add 210.96% | 3,545 | $401.13 |
| Q2 2022 | +1,140 | New Buy | 1,140 | $385.09 |
| Q4 2021 | -944 | Sold Out | 0 | $0.00 |
| Q3 2021 | +944 | New Buy | 944 | $361.23 |
| Q4 2019 | -1,776 | Sold Out | 0 | $0.00 |
| Q3 2019 | -3,006 | Reduce 62.86% | 1,776 | $250.56 |
| Q2 2019 | +4,782 | New Buy | 4,782 | $346.93 |
| Q1 2019 | -996 | Sold Out | 0 | $0.00 |
| Q4 2018 | +996 | New Buy | 996 | $244.98 |
| Q3 2018 | -861 | Sold Out | 0 | $0.00 |
| Q2 2018 | +861 | New Buy | 861 | $233.45 |
| Q4 2016 | -1,000 | Sold Out | 0 | $0.00 |
| Q3 2016 | +1,000 | New Buy | 1,000 | $238.00 |
| Q1 2014 | -9,900 | Sold Out | 0 | $0.00 |
| Q4 2013 | +4,000 | Add 67.80% | 9,900 | $96.57 |
| Q3 2013 | +5,900 | New Buy | 5,900 | $119.49 |
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 30 quarters since Q3 2013.
Ray Dalio's largest addition to Ulta Beauty, Inc. (ULTA) was in Q2 2025, adding 58,569 shares worth $27.4 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 3,471 shares of Ulta Beauty, Inc. (ULTA), valued at approximately $1.81 M.
As of the Q1 2026 filing, Ulta Beauty, Inc. (ULTA) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Ulta Beauty, Inc. (ULTA) was 62,488 shares, as reported at the end of Q2 2024.