Arcadia Investment Management’s lululemon athletica LULU Stock Holding History

Arcadia Investment Management’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	-800	Closed	-$190K	–	263
2025 Q2	$190K	Hold	800	–	–	0.03%	122
2025 Q1	$226K	Hold	800	–	–	0.04%	115
2024 Q4	$306K	Hold	800	–	–	0.05%	106
2024 Q3	$217K	Hold	800	–	–	0.04%	119
2024 Q2	$239K	Sell	800 -5	-0.6%	-$1.67K	0.04%	113
2024 Q1	$314K	Buy	805 +5	+0.6%	+$2.31K	0.06%	104
2023 Q4	$409K	Hold	800	–	–	0.08%	93
2023 Q3	$308K	Hold	800	–	–	0.07%	103
2023 Q2	$303K	Hold	800	–	–	0.06%	105
2023 Q1	$291K	Hold	800	–	–	0.06%	110
2022 Q4	$256K	Buy	+800	New	+$263K	0.06%	110
2016 Q3	–	Sell	-294	Closed	-$22K	–	394
2016 Q2	$22K	Buy	+294	New	+$19.5K	0.01%	319

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arcadia Investment Management's LULU Position: Q3 2025 in Review

Arcadia Investment Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 800 shares — an estimated $190K sold.

Arcadia Investment Management first reported a position in LULU in Q2 2016 and held it in 12 quarters. The position peaked at $409K in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Arcadia Investment Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Arcadia Investment Management sold 800 lululemon athletica shares in Q3 2025, an estimated $190K.
Arcadia Investment Management first reported a position in lululemon athletica in Q2 2016 and held it in 12 quarters.
Arcadia Investment Management's lululemon athletica position peaked at $409K in Q4 2023.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Arcadia Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.