Avantax Advisory Services’s lululemon athletica LULU Stock Holding History

Avantax Advisory Services’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	$1.02M	Buy	4,305 +978	+29%	+$269K	0.01%	1160
2025 Q1	$942K	Sell	3,327 -620	-16%	-$227K	0.01%	1126
2024 Q4	$1.51M	Buy	3,947 +86	+2%	+$28.1K	0.01%	858
2024 Q3	$1.05M	Buy	3,861 +1,817	+89%	+$482K	0.01%	995
2024 Q2	$611K	Buy	2,044 +1,315	+180%	+$440K	﹤0.01%	1240
2024 Q1	$285K	Sell	729 -89	-11%	-$41.1K	﹤0.01%	1326
2023 Q4	$418K	Buy	818 +164	+25%	+$70.9K	﹤0.01%	1072
2023 Q3	$252K	Buy	+654	New	+$250K	﹤0.01%	1294
2023 Q1	–	Sell	-641	Closed	-$205K	–	1520
2022 Q4	$205K	Buy	+641	New	+$211K	﹤0.01%	1298
2022 Q2	–	Sell	-942	Closed	-$344K	–	1352
2022 Q1	$344K	Sell	942 -1	-0.1%	-$325	﹤0.01%	943
2021 Q4	$369K	Buy	943 +49	+5%	+$20.9K	0.01%	878
2021 Q3	$361K	Sell	894 -102	-10%	-$40.9K	0.01%	841
2021 Q2	$363K	Buy	+996	New	+$328K	0.01%	827
2021 Q1	–	Sell	-1,298	Closed	-$451K	–	1060
2020 Q4	$451K	Sell	1,298 -40	-3%	-$13.9K	0.01%	586
2020 Q3	$438K	Sell	1,338 -1,170	-47%	-$390K	0.01%	847
2020 Q2	$783K	Sell	2,508 -566	-18%	-$145K	0.02%	385
2020 Q1	$583K	Sell	3,074 -2,476	-45%	-$554K	0.02%	407
2019 Q4	$1.29M	Buy	5,550 +67	+1%	+$14.3K	0.03%	289
2019 Q3	$1.06M	Buy	5,483 +3,055	+126%	+$571K	0.04%	203
2019 Q2	$438K	Buy	+2,428	New	+$422K	0.02%	314

Other funds holding LULU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Avantax Advisory Services's LULU Position: Q2 2025 in Review

Avantax Advisory Services increased its lululemon athletica (LULU) stake by 29% in Q2 2025, buying an estimated $269K and bringing the position to 4,305 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1160.

Avantax Advisory Services first reported a position in LULU in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.51M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Avantax Advisory Services held 4,305 shares of lululemon athletica worth $1.02M as of Q2 2025.
Avantax Advisory Services bought 978 lululemon athletica shares in Q2 2025, an estimated $269K.
lululemon athletica made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1160 holding.
Avantax Advisory Services first reported a position in lululemon athletica in Q2 2019 and has held it in 20 quarters since.
Avantax Advisory Services's lululemon athletica position peaked at $1.51M in Q4 2024.
1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.