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Anderson Financial Strategies’s lululemon athletica LULU Stock Holding History

Anderson Financial Strategies’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
-267
Closed -$75.6K – 135
2025
Q1 		$75.6K Buy
267
+189
+242% +$69.3K 0.05% 91
2024
Q4 		$29.8K Buy
+78
New +$25.5K 0.02% 72

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

Anderson Financial Strategies's LULU Position: Q2 2025 in Review

Anderson Financial Strategies sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 267 shares — an estimated $75.6K sold.

Anderson Financial Strategies first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $75.6K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Anderson Financial Strategies reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 267 lululemon athletica shares in Q2 2025, an estimated $75.6K.
  • Anderson Financial Strategies first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's lululemon athletica position peaked at $75.6K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.