Aviance Capital Partners’s lululemon athletica LULU Stock Holding History

Aviance Capital Partners’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	-5,983	Closed	-$1.42M	–	368
2025 Q2	$1.42M	Buy	5,983 +71	+1%	+$19.6K	0.19%	125
2025 Q1	$1.67M	Buy	5,912 +76	+1%	+$27.9K	0.24%	98
2024 Q4	$2.23M	Buy	5,836 +31	+0.5%	+$10.1K	0.31%	74
2024 Q3	$1.58M	Buy	+5,805	New	+$1.54M	0.21%	116
2024 Q2	–	Sell	-5,081	Closed	-$1.98M	–	326
2024 Q1	$1.98M	Buy	5,081 +900	+22%	+$416K	0.3%	85
2023 Q4	$2.14M	Buy	4,181 +2,100	+101%	+$907K	0.46%	52
2023 Q3	$802K	Sell	2,081 -1,000	-32%	-$382K	0.18%	137
2023 Q2	$1.17M	Hold	3,081	–	–	0.25%	117
2023 Q1	$1.12M	Buy	3,081 +81	+3%	+$25.4K	0.25%	113
2022 Q4	$961K	Sell	3,000 -3,000	-50%	-$987K	0.22%	126
2022 Q3	$1.68M	Buy	6,000 +1,000	+20%	+$310K	0.42%	65
2022 Q2	$1.36M	Buy	+5,000	New	+$1.6M	0.3%	97
2021 Q1	–	Sell	-5,000	Closed	-$1.74M	–	272
2020 Q4	$1.74M	Buy	+5,000	New	+$1.74M	0.35%	69

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

Aviance Capital Partners's LULU Position: Q3 2025 in Review

Aviance Capital Partners sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 5,983 shares — an estimated $1.42M sold.

Aviance Capital Partners first reported a position in LULU in Q4 2020 and held it in 13 quarters. The position peaked at $2.23M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Aviance Capital Partners reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Aviance Capital Partners sold 5,983 lululemon athletica shares in Q3 2025, an estimated $1.42M.
Aviance Capital Partners first reported a position in lululemon athletica in Q4 2020 and held it in 13 quarters.
Aviance Capital Partners's lululemon athletica position peaked at $2.23M in Q4 2024.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Aviance Capital Partners's 13F filing for Q3 2025, filed 29 Oct 2025.