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Curated Wealth Partners’s lululemon athletica LULU Stock Holding History

Curated Wealth Partners’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
-2,822
Closed -$670K – 166
2025
Q2 		$670K Sell
2,822
-64
-2% -$17.6K 0.08% 76
2025
Q1 		$817K Buy
+2,886
New +$1.06M 0.11% 64

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Curated Wealth Partners's LULU Position: Q3 2025 in Review

Curated Wealth Partners sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,822 shares — an estimated $670K sold.

Curated Wealth Partners first reported a position in LULU in Q1 2025 and held it in 2 quarters. The position peaked at $817K in Q1 2025. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Curated Wealth Partners reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 2,822 lululemon athletica shares in Q3 2025, an estimated $670K.
  • Curated Wealth Partners first reported a position in lululemon athletica in Q1 2025 and held it in 2 quarters.
  • Curated Wealth Partners's lululemon athletica position peaked at $817K in Q1 2025.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.