Congress Wealth Management’s lululemon athletica LULU Stock Holding History

Congress 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	$731K	Buy	3,077 +1,219	+66%	+$336K	0.01%	802
2025 Q1	$534K	Buy	+1,858	New	+$682K	0.01%	803
2024 Q3	–	Sell	-1,522	Closed	-$455K	–	859
2024 Q2	$455K	Buy	1,522 +33	+2%	+$11K	0.01%	546
2024 Q1	$582K	Sell	1,489 -30	-2%	-$13.9K	0.01%	437
2023 Q4	$777K	Buy	1,519 +30	+2%	+$13K	0.01%	411
2023 Q3	$574K	Hold	1,489	–	–	0.01%	442
2023 Q2	$564K	Sell	1,489 -152	-9%	-$56.1K	0.01%	402
2023 Q1	$598K	Sell	1,641 -30,432	-95%	-$9.54M	0.01%	396
2022 Q4	$10.3M	Buy	32,073 +87	+0.3%	+$28.6K	0.26%	120
2022 Q3	$8.94M	Buy	31,986 +1,709	+6%	+$530K	0.24%	127
2022 Q2	$8.25M	Buy	30,277 +622	+2%	+$199K	0.21%	145
2022 Q1	$10.8M	Buy	29,655 +238	+0.8%	+$77.5K	0.24%	115
2021 Q4	$11.5M	Buy	+29,417	New	+$12.6M	0.23%	125

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Congress Wealth Management's LULU Position: Q2 2025 in Review

Congress Wealth Management increased its lululemon athletica (LULU) stake by 66% in Q2 2025, buying an estimated $336K and bringing the position to 3,077 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #802.

Congress Wealth Management first reported a position in LULU in Q4 2021 and has held it in 13 quarters since. The position peaked at $11.5M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Congress Wealth Management held 3,077 shares of lululemon athletica worth $731K as of Q2 2025.
Congress Wealth Management bought 1,219 lululemon athletica shares in Q2 2025, an estimated $336K.
lululemon athletica made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #802 holding.
Congress Wealth Management first reported a position in lululemon athletica in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's lululemon athletica position peaked at $11.5M in Q4 2021.
1,051 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.