Claro Advisors’s lululemon athletica LULU Stock Holding History

Claro 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 Q4	–	Sell	-1,256	Closed	-$224K	–	437
2025 Q3	$224K	Buy	+1,256	New	+$252K	0.03%	366
2025 Q2	–	Sell	-783	Closed	-$222K	–	452
2025 Q1	$222K	Sell	783 -119	-13%	-$43.7K	0.03%	453
2024 Q4	$345K	Buy	902 +48	+6%	+$15.7K	0.05%	320
2024 Q3	$232K	Buy	+854	New	+$227K	0.03%	449
2019 Q1	–	Sell	-437	Closed	-$71K	–	612
2018 Q4	$71K	Buy	+437	New	+$58.6K	0.06%	281

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Norges Bank Oslo, Norway $935B AUM

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

Claro Advisors's LULU Position: Q4 2025 in Review

Claro Advisors sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,256 shares — an estimated $224K sold.

Claro Advisors first reported a position in LULU in Q4 2018 and held it in 5 quarters. The position peaked at $345K in Q4 2024. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Claro Advisors reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Claro Advisors sold 1,256 lululemon athletica shares in Q4 2025, an estimated $224K.
Claro Advisors first reported a position in lululemon athletica in Q4 2018 and held it in 5 quarters.
Claro Advisors's lululemon athletica position peaked at $345K in Q4 2024.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.