Jeremy Grantham's ULTA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2,326 shares of Ulta Beauty, Inc. (ULTA) worth $1.27 M, representing 0.00% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in ULTA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2022, adding 1,700 shares. Largest reduction occurred in Q1 2023, reducing 6,600 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Ulta Beauty (ULTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ulta Beauty (ULTA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +13,647 | New Buy | 13,647 | $385.51 |
| Q3 2022 | +1,700 | Add 12.46% | 15,347 | $401.19 |
| Q4 2022 | -2,900 | Reduce 18.90% | 12,447 | $469.07 |
| Q1 2023 | -6,600 | Reduce 53.02% | 5,847 | $545.67 |
| Q2 2023 | -4,239 | Reduce 72.50% | 1,608 | $470.60 |
| Q3 2023 | -1,608 | Sold Out | 0 | $0.00 |
| Q2 2025 | +1,314 | New Buy | 1,314 | $467.82 |
| Q3 2025 | +1,012 | Add 77.02% | 2,326 | $546.75 |
Jeremy Grantham's Ulta Beauty Investment FAQs
Jeremy Grantham first purchased Ulta Beauty, Inc. (ULTA) in Q2 2022, acquiring 13,647 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Ulta Beauty, Inc. (ULTA) for 8 quarters since Q2 2022.
Jeremy Grantham's largest addition to Ulta Beauty, Inc. (ULTA) was in Q2 2022, adding 13,647 shares worth $5.26 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,326 shares of Ulta Beauty, Inc. (ULTA), valued at approximately $1.27 M.
As of the Q3 2025 filing, Ulta Beauty, Inc. (ULTA) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Ulta Beauty, Inc. (ULTA) was 15,347 shares, as reported at the end of Q3 2022.