Corient IA’s lululemon athletica LULU Stock Holding History

Corient IA’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 Q3	–	Sell	-1,000	Closed	-$238K	–	262
2025 Q2	$238K	Hold	1,000	–	–	0.14%	260
2025 Q1	$283K	Buy	+1,000	New	+$367K	0.2%	222

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Corient IA's LULU Position: Q3 2025 in Review

Corient IA sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,000 shares — an estimated $238K sold.

Corient IA first reported a position in LULU in Q1 2025 and held it in 2 quarters. The position peaked at $283K in Q1 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Corient IA reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Corient IA sold 1,000 lululemon athletica shares in Q3 2025, an estimated $238K.
Corient IA first reported a position in lululemon athletica in Q1 2025 and held it in 2 quarters.
Corient IA's lululemon athletica position peaked at $283K in Q1 2025.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.