DWM
LULU icon

Diversify Wealth Management’s lululemon athletica LULU Stock Holding History

Diversify 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
Q1 		– Sell
-578
Closed -$229K – 534
2024
Q4 		$229K Buy
+578
New +$189K 0.02% 470
2024
Q3 		– Sell
-8,037
Closed -$1.88M – 484
2024
Q2 		$1.88M Buy
+8,037
New +$2.69M 0.23% 103

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Diversify Wealth Management's LULU Position: Q1 2025 in Review

Diversify Wealth Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 578 shares — an estimated $229K sold.

Diversify Wealth Management first reported a position in LULU in Q2 2024 and held it in 2 quarters. The position peaked at $1.88M in Q2 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Diversify Wealth Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 578 lululemon athletica shares in Q1 2025, an estimated $229K.
  • Diversify Wealth Management first reported a position in lululemon athletica in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's lululemon athletica position peaked at $1.88M in Q2 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.