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Coastline Trust’s lululemon athletica LULU Stock Holding History

Coastline Trust’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
-50
Closed -$8.9K – 414
2025
Q3 		$8.9K Sell
50
-20
-29% -$4.01K ﹤0.01% 348
2025
Q2 		$16.6K Sell
70
-1,173
-94% -$323K ﹤0.01% 319
2025
Q1 		$352K Buy
1,243
+30
+2% +$11K 0.04% 171
2024
Q4 		$464K Buy
1,213
+943
+349% +$308K 0.05% 159
2024
Q3 		$73.3K Sell
270
-520
-66% -$138K 0.01% 264
2024
Q2 		$236K Sell
790
-780
-50% -$261K 0.03% 235
2024
Q1 		$613K Sell
1,570
-450
-22% -$208K 0.07% 161
2023
Q4 		$1.03M Buy
+2,020
New +$873K 0.14% 142

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coastline Trust's LULU Position: Q4 2025 in Review

Coastline Trust sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 50 shares — an estimated $8.9K sold.

Coastline Trust first reported a position in LULU in Q4 2023 and held it in 8 quarters. The position peaked at $1.03M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Coastline Trust reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Coastline Trust sold 50 lululemon athletica shares in Q4 2025, an estimated $8.9K.
  • Coastline Trust first reported a position in lululemon athletica in Q4 2023 and held it in 8 quarters.
  • Coastline Trust's lululemon athletica position peaked at $1.03M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Coastline Trust's 13F filing for Q4 2025, filed 5 Jan 2026.