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CreativeOne Wealth’s lululemon athletica LULU Stock Holding History

CreativeOne Wealth’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
-1,447
Closed -$344K – 1185
2025
Q2 		$344K Buy
1,447
+121
+9% +$33.3K 0.01% 878
2025
Q1 		$375K Buy
1,326
+529
+66% +$194K 0.01% 785
2024
Q4 		$305K Sell
797
-212
-21% -$69.2K 0.01% 872
2024
Q3 		$274K Buy
+1,009
New +$268K 0.01% 799
2024
Q2 		– Sell
-1,274
Closed -$497K – 859
2024
Q1 		$497K Buy
1,274
+573
+82% +$265K 0.02% 569
2023
Q4 		$359K Buy
+701
New +$303K 0.02% 446
2023
Q3 		– Sell
-881
Closed -$333K – 721
2023
Q2 		$333K Buy
881
+43
+5% +$15.9K 0.02% 613
2023
Q1 		$305K Buy
838
+25
+3% +$7.84K 0.02% 631
2022
Q4 		$260K Sell
813
-228
-22% -$75K 0.01% 621
2022
Q3 		$291K Buy
1,041
+120
+13% +$37.2K 0.02% 555
2022
Q2 		$251K Buy
921
+314
+52% +$101K 0.01% 610
2022
Q1 		$222K Sell
607
-3,268
-84% -$1.06M 0.01% 674
2021
Q4 		$1.52M Buy
3,875
+12
+0.3% +$5.13K 0.07% 222
2021
Q3 		$1.56M Sell
3,863
-33
-0.8% -$13.2K 0.09% 192
2021
Q2 		$1.42M Buy
3,896
+34
+0.9% +$11.2K 0.09% 194
2021
Q1 		$1.19M Buy
3,862
+319
+9% +$105K 0.09% 185
2020
Q4 		$1.23M Buy
+3,543
New +$1.23M 0.1% 153
2020
Q1 		– Sell
-1,522
Closed -$352K – 217
2019
Q4 		$352K Sell
1,522
-18
-1% -$3.84K 0.06% 144
2019
Q3 		$296K Sell
1,540
-29
-2% -$5.42K 0.06% 139
2019
Q2 		$283K Buy
+1,569
New +$272K 0.06% 132

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CreativeOne Wealth's LULU Position: Q3 2025 in Review

CreativeOne Wealth sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,447 shares — an estimated $344K sold.

CreativeOne Wealth first reported a position in LULU in Q2 2019 and held it in 20 quarters. The position peaked at $1.56M in Q3 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • CreativeOne Wealth reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,447 lululemon athletica shares in Q3 2025, an estimated $344K.
  • CreativeOne Wealth first reported a position in lululemon athletica in Q2 2019 and held it in 20 quarters.
  • CreativeOne Wealth's lululemon athletica position peaked at $1.56M in Q3 2021.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.