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Alaethes Wealth’s lululemon athletica LULU Stock Holding History

Alaethes Wealth’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,907
Closed -$1.67M – 111
2025
Q1 		$1.67M Buy
5,907
+107
+2% +$39.3K 0.61% 59
2024
Q4 		$2.22M Sell
5,800
-7
-0.1% -$2.29K 0.79% 38
2024
Q3 		$1.58M Buy
5,807
+912
+19% +$242K 0.58% 69
2024
Q2 		$1.46M Buy
+4,895
New +$1.64M 0.6% 63
2022
Q3 		– Sell
-3,201
Closed -$873K – 105
2022
Q2 		$873K Sell
3,201
-144
-4% -$46.1K 0.65% 72
2022
Q1 		$1.22M Buy
3,345
+460
+16% +$150K 0.78% 50
2021
Q4 		$1.13M Buy
2,885
+177
+7% +$75.6K 0.71% 55
2021
Q3 		$1.1M Sell
2,708
-355
-12% -$142K 0.8% 46
2021
Q2 		$1.12M Buy
3,063
+254
+9% +$83.7K 0.86% 39
2021
Q1 		$861K Buy
+2,809
New +$922K 0.8% 47

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Alaethes Wealth's LULU Position: Q2 2025 in Review

Alaethes Wealth sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 5,907 shares — an estimated $1.67M sold.

Alaethes Wealth first reported a position in LULU in Q1 2021 and held it in 10 quarters. The position peaked at $2.22M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Alaethes Wealth reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Alaethes Wealth sold 5,907 lululemon athletica shares in Q2 2025, an estimated $1.67M.
  • Alaethes Wealth first reported a position in lululemon athletica in Q1 2021 and held it in 10 quarters.
  • Alaethes Wealth's lululemon athletica position peaked at $2.22M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Alaethes Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.