A detailed history of Concurrent Investment Advisors, LLC transactions in Ulta Beauty, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,703 shares of ULTA stock, worth $890,362. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,703
Previous 1,331 27.95%
Holding current value
$890,362
Previous $623 Million 49.54%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$473.44 - $553.71 $176,119 - $205,980
372 Added 27.95%
1,703 $931 Million
Q2 2025

Jul 25, 2025

BUY
$328.01 - $475.68 $256,503 - $371,981
782 Added 142.44%
1,331 $623 Million
Q1 2025

Apr 29, 2025

BUY
$314.47 - $431.35 $172,644 - $236,811
549 New
549 $201 Million

Others Institutions Holding ULTA

About Ulta Beauty, Inc.


  • Ticker ULTA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 51,221,500
  • Market Cap $26.8B
  • Description
  • Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. The company's stores offer cosmetics, fragrances, skincare and haircare products, bath and body products, and salon styling tools; professional hair products; salon services, including hair, skin, makeup, and brow services; and nail services. It also provides its p...
More about ULTA
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