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Crescent Grove Advisors’s lululemon athletica LULU Stock Holding History

Crescent Grove 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
Q2 		– Sell
-777
Closed -$220K – 291
2025
Q1 		$220K Sell
777
-160
-17% -$58.7K 0.02% 247
2024
Q4 		$358K Sell
937
-75
-7% -$24.5K 0.04% 194
2024
Q3 		$275K Buy
1,012
+155
+18% +$41.1K 0.03% 232
2024
Q2 		$256K Buy
857
+122
+17% +$40.8K 0.03% 232
2024
Q1 		$287K Buy
+735
New +$340K 0.03% 246

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Crescent Grove Advisors's LULU Position: Q2 2025 in Review

Crescent Grove Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 777 shares — an estimated $220K sold.

Crescent Grove Advisors first reported a position in LULU in Q1 2024 and held it in 5 quarters. The position peaked at $358K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Crescent Grove Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 777 lululemon athletica shares in Q2 2025, an estimated $220K.
  • Crescent Grove Advisors first reported a position in lululemon athletica in Q1 2024 and held it in 5 quarters.
  • Crescent Grove Advisors's lululemon athletica position peaked at $358K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.