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Capital A Wealth Management’s lululemon athletica LULU Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-47
Closed -$13.3K – 678
2025
Q1 		$13.3K Buy
47
+1
+2% +$367 0.01% 267
2024
Q4 		$17.6K Buy
+46
New +$15K 0.03% 244

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

Capital A Wealth Management's LULU Position: Q2 2025 in Review

Capital A Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 47 shares — an estimated $13.3K sold.

Capital A Wealth Management first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $17.6K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Capital A Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 47 lululemon athletica shares in Q2 2025, an estimated $13.3K.
  • Capital A Wealth Management first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's lululemon athletica position peaked at $17.6K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.