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Dakota Wealth Management’s lululemon athletica LULU Stock Holding History

Dakota 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
Q3 		– Sell
-2,021
Closed -$480K – 736
2025
Q2 		$480K Sell
2,021
-950
-32% -$262K 0.01% 523
2025
Q1 		$841K Sell
2,971
-4,109
-58% -$1.51M 0.02% 409
2024
Q4 		$2.71M Buy
7,080
+4,576
+183% +$1.49M 0.06% 225
2024
Q3 		$679K Sell
2,504
-768
-23% -$204K 0.02% 448
2024
Q2 		$977K Sell
3,272
-68
-2% -$22.7K 0.02% 378
2024
Q1 		$1.3M Buy
3,340
+297
+10% +$137K 0.03% 319
2023
Q4 		$1.56M Buy
3,043
+14
+0.5% +$6.05K 0.06% 247
2023
Q3 		$1.17M Buy
3,029
+199
+7% +$76K 0.05% 267
2023
Q2 		$1.07M Buy
2,830
+8
+0.3% +$2.95K 0.05% 249
2023
Q1 		$1.03M Sell
2,822
-890
-24% -$279K 0.07% 232
2022
Q4 		$1.19M Sell
3,712
-992
-21% -$326K 0.08% 203
2022
Q3 		$1.31M Buy
4,704
+2,058
+78% +$638K 0.11% 190
2022
Q2 		$722K Buy
2,646
+1,281
+94% +$411K 0.07% 230
2022
Q1 		$499K Sell
1,365
-63
-4% -$20.5K 0.04% 287
2021
Q4 		$559K Buy
1,428
+70
+5% +$29.9K 0.06% 220
2021
Q3 		$550K Buy
1,358
+289
+27% +$116K 0.06% 214
2021
Q2 		$390K Sell
1,069
-524
-33% -$173K 0.05% 255
2021
Q1 		$489K Sell
1,593
-5,309
-77% -$1.74M 0.06% 214
2020
Q4 		$2.4M Buy
6,902
+5,398
+359% +$1.87M 0.31% 82
2020
Q3 		$495K Sell
1,504
-7,650
-84% -$2.55M 0.08% 182
2020
Q2 		$2.86M Sell
9,154
-1,404
-13% -$359K 0.49% 61
2020
Q1 		$2M Buy
10,558
+8,326
+373% +$1.86M 0.44% 67
2019
Q4 		$517K Buy
2,232
+58
+3% +$12.4K 0.08% 188
2019
Q3 		$419K Buy
+2,174
New +$406K 0.07% 199

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

Dakota Wealth Management's LULU Position: Q3 2025 in Review

Dakota Wealth Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,021 shares — an estimated $480K sold.

Dakota Wealth Management first reported a position in LULU in Q3 2019 and held it in 24 quarters. The position peaked at $2.86M in Q2 2020. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Dakota Wealth Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,021 lululemon athletica shares in Q3 2025, an estimated $480K.
  • Dakota Wealth Management first reported a position in lululemon athletica in Q3 2019 and held it in 24 quarters.
  • Dakota Wealth Management's lululemon athletica position peaked at $2.86M in Q2 2020.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.