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Alpha Wealth Funds’s lululemon athletica LULU Stock Holding History

Alpha Wealth Funds’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
Q3 		– Sell
-2,000
Closed -$470K – 56
2025
Q2 		$470K Buy
+2,000
New +$551K 0.4% 30
2025
Q1 		– Sell
-2,000
Closed -$768K – 53
2024
Q4 		$768K Buy
+2,000
New +$653K 0.74% 25

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alpha Wealth Funds's LULU Position: Q3 2025 in Review

Alpha Wealth Funds sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,000 shares — an estimated $470K sold.

Alpha Wealth Funds first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $768K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Alpha Wealth Funds reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Alpha Wealth Funds sold 2,000 lululemon athletica shares in Q3 2025, an estimated $470K.
  • Alpha Wealth Funds first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Alpha Wealth Funds's lululemon athletica position peaked at $768K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Alpha Wealth Funds's 13F filing for Q3 2025, filed 14 Oct 2025.