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Atria Wealth Solutions’s lululemon athletica LULU Stock Holding History

Atria Wealth Solutions’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 		$358K Buy
+1,507
New +$415K 0.01% 1073
2025
Q1 		– Sell
-1,618
Closed -$619K – 1991
2024
Q4 		$619K Sell
1,618
-2,275
-58% -$743K 0.01% 1154
2024
Q3 		$1.06M Buy
3,893
+374
+11% +$99.3K 0.01% 895
2024
Q2 		$1.05M Sell
3,519
-3,262
-48% -$1.09M 0.01% 873
2024
Q1 		$2.65M Buy
6,781
+789
+13% +$365K 0.03% 543
2023
Q4 		$3.06M Buy
5,992
+238
+4% +$103K 0.04% 460
2023
Q3 		$2.22M Buy
5,754
+162
+3% +$61.9K 0.03% 524
2023
Q2 		$2.12M Buy
5,592
+457
+9% +$169K 0.03% 548
2023
Q1 		$1.87M Sell
5,135
-935
-15% -$293K 0.03% 568
2022
Q4 		$1.94M Buy
6,070
+1,168
+24% +$384K 0.03% 523
2022
Q3 		$1.37M Buy
4,902
+2,013
+70% +$624K 0.02% 610
2022
Q2 		$788K Sell
2,889
-1,774
-38% -$568K 0.01% 803
2022
Q1 		$1.7M Buy
+4,663
New +$1.52M 0.03% 530

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

Atria Wealth Solutions's LULU Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in lululemon athletica (LULU) in Q2 2025: 1,507 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in LULU as recently as Q4 2024.

Atria Wealth Solutions first reported a position in LULU in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.06M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Atria Wealth Solutions held 1,507 shares of lululemon athletica worth $358K as of Q2 2025.
  • lululemon athletica was a new Atria Wealth Solutions position in Q2 2025.
  • lululemon athletica made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1073 holding.
  • Atria Wealth Solutions first reported a position in lululemon athletica in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's lululemon athletica position peaked at $3.06M in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.