Diversify Advisory Services’s lululemon athletica LULU Stock Holding History

Diversify Advisory Services’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 Q4	–	Sell	-1,434	Closed	-$237K	–	948
2025 Q3	$237K	Sell	1,434 -704	-33%	-$141K	0.01%	794
2025 Q2	$412K	Buy	+2,138	New	+$589K	0.02%	594

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversify Advisory Services's LULU Position: Q4 2025 in Review

Diversify Advisory Services sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,434 shares — an estimated $237K sold.

Diversify Advisory Services first reported a position in LULU in Q2 2025 and held it in 2 quarters. The position peaked at $412K in Q2 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Diversify Advisory Services reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 1,434 lululemon athletica shares in Q4 2025, an estimated $237K.
Diversify Advisory Services first reported a position in lululemon athletica in Q2 2025 and held it in 2 quarters.
Diversify Advisory Services's lululemon athletica position peaked at $412K in Q2 2025.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.