A detailed history of Kingswood Wealth Advisors, LLC transactions in Ulta Beauty, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 824 shares of ULTA stock, worth $436,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares
824
Previous 722 14.13%
Holding current value
$436,176
Previous $338 Million 33.38%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2025

BUY
$473.44 - $553.71 $48,290 - $56,478
102 Added 14.13%
824 $451 Million
Q2 2025

Jul 23, 2025

SELL
$328.01 - $475.68 $149,900 - $217,385
-457 Reduced 38.76%
722 $338 Million
Q1 2025

Jul 25, 2025

BUY
$314.47 - $431.35 $49,371 - $67,721
157 Added 21.75%
879 $323 Million
Q1 2025

Apr 21, 2025

BUY
$314.47 - $431.35 $47,799 - $65,565
152 Added 14.8%
1,179 $435 Million
Q4 2024

Jan 22, 2025

BUY
$338.38 - $446.21 $347,516 - $458,257
1,027 New
1,027 $447 Million
Q2 2024

Jul 09, 2024

BUY
$376.14 - $529.01 $38,366 - $53,959
102 Added 14.7%
796 $307 Million
Q1 2024

Apr 15, 2024

BUY
$468.92 - $567.18 $57,677 - $69,763
123 Added 21.54%
694 $363 Million
Q4 2023

Jan 16, 2024

BUY
$371.85 - $494.63 $212,326 - $282,433
571 New
571 $280 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 $27.1B
  • 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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