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Canvas Wealth Advisors’s lululemon athletica LULU Stock Holding History

Canvas Wealth Advisors’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
Q1 		– Sell
-635
Closed -$243K – 193
2024
Q4 		$243K Buy
+635
New +$207K 0.06% 148
2024
Q2 		– Sell
-774
Closed -$267K – 159
2024
Q1 		$267K Buy
774
+337
+77% +$156K 0.09% 115
2023
Q4 		$210K Sell
437
-528
-55% -$228K 0.08% 120
2023
Q3 		$382K Sell
965
-70
-7% -$26.7K 0.16% 79
2023
Q2 		$394K Buy
1,035
+71
+7% +$26.2K 0.15% 81
2023
Q1 		$364K Buy
+964
New +$302K 0.15% 91
2022
Q1 		– Sell
-1,634
Closed -$640K – 159
2021
Q4 		$640K Sell
1,634
-324
-17% -$138K 0.23% 78
2021
Q3 		$792K Sell
1,958
-320
-14% -$128K 0.32% 62
2021
Q2 		$831K Buy
2,278
+73
+3% +$24K 0.37% 58
2021
Q1 		$714K Buy
+2,205
New +$724K 0.42% 56

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Canvas Wealth Advisors's LULU Position: Q1 2025 in Review

Canvas Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 635 shares — an estimated $243K sold.

Canvas Wealth Advisors first reported a position in LULU in Q1 2021 and held it in 10 quarters. The position peaked at $831K in Q2 2021. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Canvas Wealth Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 635 lululemon athletica shares in Q1 2025, an estimated $243K.
  • Canvas Wealth Advisors first reported a position in lululemon athletica in Q1 2021 and held it in 10 quarters.
  • Canvas Wealth Advisors's lululemon athletica position peaked at $831K in Q2 2021.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Canvas Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.